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Disclosery

Clifford Group, LLC: SPY position timeline

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

Clifford Group, LLC held 333 SPY 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 333 shares
    Change vs previous 13F -56 shares

    0.17% of the 13F portfolio, value $248,674.

    13F-HR 0001965522-26-000004 filed by Clifford Group, 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 389 shares
    Change vs previous 13F +6 shares

    0.19% of the 13F portfolio, value $252,982.

    13F-HR 0001965522-26-000003 filed by Clifford 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 ended2025-12-31
    13F 383 shares
    Change vs previous 13F -38 shares

    0.2% of the 13F portfolio, value $261,175.

    13F-HR 0001965522-26-000002 filed by Clifford 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 ended2025-09-30
    13F 421 shares
    Change vs previous 13F -28 shares

    0.22% of the 13F portfolio, value $280,462.

    13F-HR 0001965522-25-000007 filed by Clifford 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 ended2025-06-30
    13F 449 shares
    Change vs previous 13F -227 shares

    0.23% of the 13F portfolio, value $277,291.

    13F-HR 0001965522-25-000006 filed by Clifford 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 ended2025-03-31
    13F 676 shares
    Change vs previous 13F -123 shares

    0.35% of the 13F portfolio, value $378,131.

    13F-HR 0001965522-25-000005 filed by Clifford 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 ended2024-12-31
    13F 799 shares
    Change vs previous 13F +44 shares

    0.36% of the 13F portfolio, value $468,261.

    13F-HR 0001965522-25-000002 filed by Clifford 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 ended2024-09-30
    13F 755 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $433,172.

    13F-HR 0001965522-24-000004 filed by Clifford Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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