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Clayton Partners LLC: SGOV position timeline

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

Clayton Partners LLC held 46,300 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,300 shares
    Change vs previous 13F -1,992 shares

    3.06% of the 13F portfolio, value $4,660,990.

    13F-HR 0001754960-26-000768 filed by Clayton Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,292 shares
    Change vs previous 13F +177 shares

    3.53% of the 13F portfolio, value $4,861,035.

    13F-HR 0001754960-26-000385 filed by Clayton Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 48,115 shares
    Change vs previous 13F -673 shares

    3.49% of the 13F portfolio, value $4,829,763.

    13F-HR 0001754960-26-000186 filed by Clayton Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,788 shares
    Change vs previous 13F +581 shares

    3.73% of the 13F portfolio, value $4,912,920.

    13F-HR 0001754960-25-000761 filed by Clayton Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 48,207 shares
    Change vs previous 13F -4,595 shares

    4.08% of the 13F portfolio, value $4,854,004.

    13F-HR 0001754960-25-000604 filed by Clayton Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 52,802 shares
    Change vs previous 13F -3,650 shares

    4.62% of the 13F portfolio, value $5,315,612.

    13F-HR 0001754960-25-000303 filed by Clayton Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 56,452 shares
    Change vs previous 13F -11,490 shares

    3.92% of the 13F portfolio, value $5,663,242.

    13F-HR 0001754960-25-000117 filed by Clayton Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 67,942 shares
    Change vs previous 13F not available

    4.93% of the 13F portfolio, value $6,843,108.

    13F-HR 0001754960-24-000571 filed by Clayton Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).