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Disclosery

Clayton Financial Group LLC: IBTM position timeline

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

Clayton Financial Group LLC held 5,637 IBTM 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 5,637 shares
    Change vs previous 13F +5,637 shares

    0.06% of the 13F portfolio, value $122,527.

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

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -5,763 shares

    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).

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

  3. period ended2026-03-31
    13F 5,763 shares
    Change vs previous 13F -703 shares

    0.07% of the 13F portfolio, value $132,148.

    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 6,466 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $149,203.

    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).