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Disclosery

Clark Wealth Partners: CAIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clark Wealth Partners on CAIE, newest first. How the timeline and the estimate are built.

Clark Wealth Partners held 1,568 CAIE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,568 shares
    Change vs previous 13F +55 shares

    0.02% of the 13F portfolio, value $42,657.

    13F-HR 0002107657-26-000007 filed by Clark Wealth Partners
    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 1,513 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $38,031.

    13F-HR 0002107657-26-000006 filed by Clark Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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