Clayton Financial Group LLC: AVGO position timeline

Clayton Financial Group LLC held 630 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 630 shares

   Change vs previous 13F -15 shares

   0.12% of the 13F portfolio, value $221,283.

   13F-HR 0002011212-26-000005 filed by Clayton Financial Group LLC
   Accepted 2026-10-13 14:18:18 UTC, ingested 2026-10-13 14:19:13 UTC

2. period ended2026-06-30

   13F 645 shares

   Change vs previous 13F -257 shares

   0.13% of the 13F portfolio, value $243,684.

   13F-HR 0002011212-26-000004 filed by Clayton Financial Group LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 902 shares

   Change vs previous 13F 0 shares

   0.14% of the 13F portfolio, value $279,207.

   13F-HR 0002011212-26-000002 filed by Clayton Financial Group LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 902 shares

   Change vs previous 13F +200 shares

   0.16% of the 13F portfolio, value $312,215.

   13F-HR 0002011212-26-000001 filed by Clayton Financial Group LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 702 shares

   Change vs previous 13F +702 shares

   0.17% of the 13F portfolio, value $231,628.

   13F-HR 0002011212-25-000007 filed by Clayton Financial Group LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -1,047 shares

   13F-HR 0002011212-25-000004 filed by Clayton Financial Group LLC
   Filed 2025-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

7. period ended2024-12-31

   13F 1,047 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $242,737.

   13F-HR 0002011212-25-000001 filed by Clayton Financial Group LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).