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Clearstead Advisors, LLC: ACWX position timeline

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

Clearstead Advisors, LLC held 285,463 ACWX 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 285,463 shares
    Change vs previous 13F +89,218 shares

    0.21% of the 13F portfolio, value $21,726,614.

    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 196,245 shares
    Change vs previous 13F +117,705 shares

    0.12% of the 13F portfolio, value $13,436,888.

    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 78,540 shares
    Change vs previous 13F +17,810 shares

    0.07% of the 13F portfolio, value $5,272,390.

    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 60,730 shares
    Change vs previous 13F +8,235 shares

    0.06% of the 13F portfolio, value $3,948,057.

    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 52,495 shares
    Change vs previous 13F +754 shares

    0.04% of the 13F portfolio, value $3,199,065.

    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 51,741 shares
    Change vs previous 13F -969 shares

    0.04% of the 13F portfolio, value $2,869,016.

    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 52,710 shares
    Change vs previous 13F -27,940 shares

    0.04% of the 13F portfolio, value $2,749,331.

    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 80,650 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,614,793.

    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).