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Disclosery

Clayton Financial Group LLC: EFV position timeline

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

Clayton Financial Group LLC held 30,112 EFV 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 30,112 shares
    Change vs previous 13F +4,105 shares

    1.25% of the 13F portfolio, value $2,383,034.

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

  2. period ended2026-06-30
    13F 26,007 shares
    Change vs previous 13F -408 shares

    1.1% of the 13F portfolio, value $1,990,858.

    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 26,415 shares
    Change vs previous 13F +1,803 shares

    1.01% of the 13F portfolio, value $1,963,994.

    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 24,612 shares
    Change vs previous 13F +7,812 shares

    0.9% of the 13F portfolio, value $1,757,530.

    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 16,800 shares
    Change vs previous 13F +8,338 shares

    0.83% of the 13F portfolio, value $1,139,534.

    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 8,462 shares
    Change vs previous 13F -44,915 shares

    0.64% of the 13F portfolio, value $537,167.

    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 53,377 shares
    Change vs previous 13F +1,060 shares

    1.15% of the 13F portfolio, value $3,146,048.

    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 52,317 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,745,058.

    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).