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Clayton Financial Group LLC: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clayton Financial Group LLC on EFG, newest first. How the timeline and the estimate are built.

Clayton Financial Group LLC held 21,284 EFG 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 21,284 shares
    Change vs previous 13F +3,162 shares

    1.34% of the 13F portfolio, value $2,550,459.

    13F-HR 0002011212-26-000005 filed by Clayton Financial Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,122 shares
    Change vs previous 13F -473 shares

    1.25% of the 13F portfolio, value $2,254,756.

    13F-HR 0002011212-26-000004 filed by Clayton Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,595 shares
    Change vs previous 13F +2,289 shares

    1.06% of the 13F portfolio, value $2,070,915.

    13F-HR 0002011212-26-000002 filed by Clayton Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,306 shares
    Change vs previous 13F +5,575 shares

    0.95% of the 13F portfolio, value $1,857,569.

    13F-HR 0002011212-26-000001 filed by Clayton Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,731 shares
    Change vs previous 13F +7,441 shares

    0.89% of the 13F portfolio, value $1,222,011.

    13F-HR 0002011212-25-000007 filed by Clayton Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,290 shares
    Change vs previous 13F -32,756 shares

    0.44% of the 13F portfolio, value $368,522.

    13F-HR 0002011212-25-000006 filed by Clayton Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 36,046 shares
    Change vs previous 13F -4,149 shares

    1.32% of the 13F portfolio, value $3,604,598.

    13F-HR 0002011212-25-000004 filed by Clayton Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 40,195 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $3,892,042.

    13F-HR 0002011212-25-000001 filed by Clayton Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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