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Clark Capital Management Group, Inc.: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clark Capital Management Group, Inc. on IWM, newest first. How the timeline and the estimate are built.

Clark Capital Management Group, Inc. held 6,543 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,543 shares
    Change vs previous 13F +3,585 shares

    0.01% of the 13F portfolio, value $1,965,850.

    13F-HR 0001398344-26-014041 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,958 shares
    Change vs previous 13F -8,520 shares

    <0.01% of the 13F portfolio, value $733,589.

    13F-HR 0001398344-26-009246 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,478 shares
    Change vs previous 13F +8,947 shares

    0.02% of the 13F portfolio, value $2,825,424.

    13F-HR 0001398344-26-003209 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,531 shares
    Change vs previous 13F +1,520 shares

    <0.01% of the 13F portfolio, value $612,401.

    13F-HR 0001398344-25-020886 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,011 shares
    Change vs previous 13F -1,337 shares

    <0.01% of the 13F portfolio, value $218,164.

    13F-HR 0001398344-25-015403 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,348 shares
    Change vs previous 13F -4,905 shares

    <0.01% of the 13F portfolio, value $468,403.

    13F-HR 0001398344-25-009622 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,253 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,602,623.

    13F-HR 0001398344-25-002780 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).