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Disclosery

Clearstead Advisors, LLC: AHRT position timeline

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

Clearstead Advisors, LLC held 594,326 AHRT 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 594,326 shares
    Change vs previous 13F +305 shares

    0.04% of the 13F portfolio, value $4,207,827.

    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 594,021 shares
    Change vs previous 13F -53,724 shares

    0.03% of the 13F portfolio, value $3,267,117.

    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 647,745 shares
    Change vs previous 13F -17,846 shares

    0.05% of the 13F portfolio, value $4,288,072.

    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 665,591 shares
    Change vs previous 13F -58,083 shares

    0.07% of the 13F portfolio, value $4,665,793.

    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 723,674 shares
    Change vs previous 13F +13,270 shares

    0.07% of the 13F portfolio, value $4,971,640.

    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 710,404 shares
    Change vs previous 13F +81,176 shares

    0.08% of the 13F portfolio, value $5,335,134.

    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 629,228 shares
    Change vs previous 13F +95,238 shares

    0.1% of the 13F portfolio, value $6,437,002.

    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 533,990 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,783,112.

    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).