Skip to content
Disclosery

Clayton Financial Group LLC: IVW position timeline

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

Clayton Financial Group LLC held 9,583 IVW 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 9,583 shares
    Change vs previous 13F +3 shares

    0.72% of the 13F portfolio, value $1,363,256.

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

  2. period ended2026-06-30
    13F 9,580 shares
    Change vs previous 13F +3 shares

    0.73% of the 13F portfolio, value $1,317,498.

    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 9,577 shares
    Change vs previous 13F +3 shares

    0.56% of the 13F portfolio, value $1,083,207.

    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 9,574 shares
    Change vs previous 13F +3,402 shares

    0.6% of the 13F portfolio, value $1,180,041.

    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 6,172 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $745,084.

    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 6,172 shares
    Change vs previous 13F -6,323 shares

    0.81% of the 13F portfolio, value $679,538.

    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 12,495 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,159,929.

    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 12,495 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,268,571.

    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).