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Clearstead Advisors, LLC: ACWI position timeline

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

Clearstead Advisors, LLC held 168,965 ACWI 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 168,965 shares
    Change vs previous 13F -18,064 shares

    0.25% of the 13F portfolio, value $26,522,341.

    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 187,029 shares
    Change vs previous 13F +124,773 shares

    0.24% of the 13F portfolio, value $25,879,100.

    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 62,256 shares
    Change vs previous 13F -159 shares

    0.11% of the 13F portfolio, value $8,808,568.

    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 62,415 shares
    Change vs previous 13F -3,229 shares

    0.13% of the 13F portfolio, value $8,628,191.

    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 65,644 shares
    Change vs previous 13F +3,741 shares

    0.12% of the 13F portfolio, value $8,441,764.

    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 61,903 shares
    Change vs previous 13F +2,166 shares

    0.11% of the 13F portfolio, value $7,204,811.

    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 59,737 shares
    Change vs previous 13F +9,857 shares

    0.11% of the 13F portfolio, value $7,019,026.

    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 49,880 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,963,219.

    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).