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CLARK FINANCIAL SERVICES GROUP INC /BD: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLARK FINANCIAL SERVICES GROUP INC /BD on IVW, newest first. How the timeline and the estimate are built.

CLARK FINANCIAL SERVICES GROUP INC /BD held 103,353 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,353 shares
    Change vs previous 13F -773 shares

    6.71% of the 13F portfolio, value $14,214,152.

    13F-HR 0001001011-26-000006 filed by CLARK FINANCIAL SERVICES GROUP INC /BD
    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 104,126 shares
    Change vs previous 13F -615 shares

    6.5% of the 13F portfolio, value $11,777,692.

    13F-HR 0001001011-26-000005 filed by CLARK FINANCIAL SERVICES GROUP INC /BD
    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 104,741 shares
    Change vs previous 13F -4,280 shares

    6.9% of the 13F portfolio, value $12,965,889.

    13F-HR 0001001011-26-000004 filed by CLARK FINANCIAL SERVICES GROUP INC /BD
    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 109,021 shares
    Change vs previous 13F +30,407 shares

    6.99% of the 13F portfolio, value $13,161,015.

    13F-HR 0001001011-25-000011 filed by CLARK FINANCIAL SERVICES GROUP INC /BD
    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 78,614 shares
    Change vs previous 13F +479 shares

    5.32% of the 13F portfolio, value $8,655,401.

    13F-HR 0001001011-25-000008 filed by CLARK FINANCIAL SERVICES GROUP INC /BD
    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 78,135 shares
    Change vs previous 13F +39,955 shares

    5.03% of the 13F portfolio, value $7,253,272.

    13F-HR 0001001011-25-000007 filed by CLARK FINANCIAL SERVICES GROUP INC /BD
    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 38,180 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $3,877,000.

    13F-HR 0001001011-25-000006 filed by CLARK FINANCIAL SERVICES GROUP INC /BD
    Filed (acceptance time not in the bulk data set), ingested

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