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Clearstead Advisors, LLC: ACN position timeline

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

Clearstead Advisors, LLC held 45,340 ACN shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,340 shares
    Change vs previous 13F +8,195 shares

    0.05% of the 13F portfolio, value $5,642,172.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 37,145 shares
    Change vs previous 13F +10,988 shares

    0.07% of the 13F portfolio, value $7,365,542.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 26,157 shares
    Change vs previous 13F +1,348 shares

    0.09% of the 13F portfolio, value $7,017,974.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 24,809 shares
    Change vs previous 13F +890 shares

    0.09% of the 13F portfolio, value $6,118,079.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 23,919 shares
    Change vs previous 13F -2,277 shares

    0.1% of the 13F portfolio, value $7,149,191.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 26,196 shares
    Change vs previous 13F +3,846 shares

    0.13% of the 13F portfolio, value $8,174,356.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 22,350 shares
    Change vs previous 13F -284 shares

    0.12% of the 13F portfolio, value $7,862,476.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 22,634 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $8,000,783.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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