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Clark Capital Management Group, Inc.: WM position timeline

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

Clark Capital Management Group, Inc. held 365,578 WM 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 365,578 shares
    Change vs previous 13F +3,897 shares

    0.44% of the 13F portfolio, value $81,479,950.

    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 361,681 shares
    Change vs previous 13F +5,517 shares

    0.51% of the 13F portfolio, value $83,110,597.

    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 356,164 shares
    Change vs previous 13F +100,070 shares

    0.48% of the 13F portfolio, value $78,252,775.

    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 256,094 shares
    Change vs previous 13F +4,341 shares

    0.35% of the 13F portfolio, value $56,553,285.

    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 251,753 shares
    Change vs previous 13F +4,703 shares

    0.4% of the 13F portfolio, value $57,606,103.

    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 247,050 shares
    Change vs previous 13F +3,203 shares

    0.41% of the 13F portfolio, value $57,194,436.

    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 243,847 shares
    Change vs previous 13F +101,794 shares

    0.34% of the 13F portfolio, value $49,205,974.

    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).

  8. period ended2024-09-30
    13F 142,053 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $29,490,298.

    13F-HR 0001398344-24-020717 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).