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Disclosery

Clark Wealth Partners: IDMO position timeline

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

Clark Wealth Partners held 239,167 IDMO 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 239,167 shares
    Change vs previous 13F +3,248 shares

    8.14% of the 13F portfolio, value $14,419,402.

    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 235,919 shares
    Change vs previous 13F -34,232 shares

    8.69% of the 13F portfolio, value $12,937,784.

    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 270,151 shares
    Change vs previous 13F 0 shares

    9.14% of the 13F portfolio, value $15,012,297.

    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 270,151 shares
    Change vs previous 13F -30,394 shares

    9.14% of the 13F portfolio, value $15,012,297.

    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).

  5. period ended2025-06-30
    13F 300,545 shares
    Change vs previous 13F +1,969 shares

    10.39% of the 13F portfolio, value $15,399,931.

    13F-HR 0002107657-26-000003 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).

  6. period ended2025-03-31
    13F 298,576 shares
    Change vs previous 13F -20,714 shares

    9.78% of the 13F portfolio, value $13,185,121.

    13F-HR 0002107657-26-000002 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).

  7. period ended2024-12-31
    13F 319,290 shares
    Change vs previous 13F not available

    10.07% of the 13F portfolio, value $12,975,965.

    13F-HR 0002107657-26-000001 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).