Clark Wealth Partners TBLD — THORNBURG INCM BUILDER OPP T

Ownership history in Clark Wealth Partners  ·  3 quarters on record

AI Ownership Summary

Clark Wealth Partners reported THORNBURG INCM BUILDER OPP T (TBLD) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows TBLD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TBLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clark Wealth Partners's position in THORNBURG INCM BUILDER OPP T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

TBLD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clark Wealth Partners held TBLD — position size vs. price
% of Fund (quarterly)    TBLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 660 — 0% 0.01% $13K 2026-10-19 $20.29
2026 Q2 UNCHANGED — — — 660 — 0% 0.01% $15K 2026-07-28 $21.46
2026 Q1 INITIATED — — — 660 — — 0.01% $14K 2026-05-12 $21.28

FAQ About Clark Wealth Partners and TBLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clark Wealth Partners reported owning TBLD?

Clark Wealth Partners reported TBLD across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported TBLD position in Clark Wealth Partners's portfolio?

The largest reported portfolio weight for TBLD was 0.01% in 2026 Q1.

What is the latest reported TBLD position on this page?

The most recent filing on this page is 2026 Q3, when Clark Wealth Partners reported 660 shares, equal to 0.01% of portfolio, with an estimated market value of $13K.

What does the chart on this TBLD ownership page compare?

The chart compares Clark Wealth Partners's quarterly TBLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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