Current Market Value 194,668,269
Current Holdings 614
Most Recent File Date 2026-04-13
Total Filings on Record 10
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Clayton Financial Group LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2026-04-13 2026-03-31 13F-HR 614 194,668
2026-01-21 2025-12-31 13F-HR 600 196,118
2025-10-15 2025-09-30 13F-HR 278 136,876
2025-07-14 2025-06-30 13F-HR 29 84,101
2025-04-18 2025-03-31 13F-HR 119 272,755
2025-01-27 2024-12-31 13F-HR 121 277,560
2024-10-15 2024-09-30 13F-HR 123 267,085
2024-08-01 2024-06-30 13F-HR 106 231,216
2024-05-02 2024-03-31 13F-HR 105 219,833
2024-02-14 2023-12-31 13F-HR 37 160,704