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Disclosery

Clark Wealth Partners: FDVV position timeline

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

Clark Wealth Partners held 239,160 FDVV 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 239,160 shares
    Change vs previous 13F -26,954 shares

    8.14% of the 13F portfolio, value $14,418,943.

    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 266,114 shares
    Change vs previous 13F -32,470 shares

    9.87% of the 13F portfolio, value $14,700,127.

    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).

  3. period ended2025-12-31
    13F 298,584 shares
    Change vs previous 13F 0 shares

    10.31% of the 13F portfolio, value $16,926,737.

    13F-HR 0002107657-26-000005 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).

  4. period ended2025-09-30
    13F 298,584 shares
    Change vs previous 13F not available

    10.31% of the 13F portfolio, value $16,926,737.

    13F-HR 0002107657-26-000004 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).