DFS DISCOVER FINL SVCS

Ownership history in Clark Wealth Partners  ·  1 quarter on record

This page tracks every 13F SEC filing in which Clark Wealth Partners reported a position in DISCOVER FINL SVCS (DFS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 37 0.00% $6K
% of Fund (quarterly)

Other funds also holding DFS

As of 2025 Q4 — sorted by position size

Saranac Partners Ltd 3.43% CAROLINAS WEALTH CONSULTING LLC 3Y 0.0%
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