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Disclosery

Clayton Financial Group LLC: ITOT position timeline

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

Clayton Financial Group LLC held 10,567 ITOT 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 10,567 shares
    Change vs previous 13F +20 shares

    0.92% of the 13F portfolio, value $1,757,120.

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

  2. period ended2026-06-30
    13F 10,547 shares
    Change vs previous 13F +18 shares

    0.96% of the 13F portfolio, value $1,732,606.

    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 10,529 shares
    Change vs previous 13F +17 shares

    0.77% of the 13F portfolio, value $1,499,594.

    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 10,512 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,563,038.

    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).