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CIK 0002107657 • 8 13F filings • Feb 4, 2026 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("clark-wealth-partners","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002107657-26-000001 |
| $128.9M |
| View |
| Feb 4, 2026 | Q3 2025 | 13F-HR | 0002107657-26-000004 | $160.9M | View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0002107657-26-000007 | $177.1M | View |
| Feb 4, 2026 | Q2 2025 | 13F-HR | 0002107657-26-000003 | $148.2M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0002107657-26-000006 | $148.9M | View |
| Feb 4, 2026 | Q1 2025 | 13F-HR | 0002107657-26-000002 | $134.9M | View |