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Clark Wealth Partners: SNA position timeline

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

Clark Wealth Partners held 2,416 SNA 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 2,416 shares
    Change vs previous 13F -45 shares

    0.55% of the 13F portfolio, value $972,162.

    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 2,461 shares
    Change vs previous 13F +47 shares

    0.6% of the 13F portfolio, value $894,061.

    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 2,414 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $831,979.

    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 2,414 shares
    Change vs previous 13F -64 shares

    0.51% of the 13F portfolio, value $831,979.

    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 2,478 shares
    Change vs previous 13F +43 shares

    0.52% of the 13F portfolio, value $771,008.

    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 2,435 shares
    Change vs previous 13F -33 shares

    0.61% of the 13F portfolio, value $820,623.

    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 2,468 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $837,884.

    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).