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Disclosery

Clayton Financial Group LLC: IVV position timeline

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

Clayton Financial Group LLC held 1,002 IVV 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 1,002 shares
    Change vs previous 13F +98 shares

    0.4% of the 13F portfolio, value $766,915.

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

  2. period ended2026-06-30
    13F 904 shares
    Change vs previous 13F -105 shares

    0.37% of the 13F portfolio, value $677,092.

    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 1,009 shares
    Change vs previous 13F +31 shares

    0.34% of the 13F portfolio, value $659,588.

    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 978 shares
    Change vs previous 13F +404 shares

    0.34% of the 13F portfolio, value $670,022.

    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 574 shares
    Change vs previous 13F +244 shares

    0.28% of the 13F portfolio, value $384,555.

    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 330 shares
    Change vs previous 13F -8,727 shares

    0.24% of the 13F portfolio, value $204,747.

    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 9,057 shares
    Change vs previous 13F +129 shares

    1.87% of the 13F portfolio, value $5,088,978.

    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 8,928 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $5,255,536.

    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).