Skip to content
Disclosery

Clearstead Advisors, LLC: AJG position timeline

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

Clearstead Advisors, LLC held 15,319 AJG 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 15,319 shares
    Change vs previous 13F -187 shares

    0.03% of the 13F portfolio, value $3,516,802.

    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 15,506 shares
    Change vs previous 13F -1,107 shares

    0.03% of the 13F portfolio, value $3,358,210.

    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 16,613 shares
    Change vs previous 13F +5,003 shares

    0.05% of the 13F portfolio, value $4,299,372.

    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 11,610 shares
    Change vs previous 13F +215 shares

    0.05% of the 13F portfolio, value $3,596,085.

    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 11,395 shares
    Change vs previous 13F +107 shares

    0.05% of the 13F portfolio, value $3,647,782.

    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 11,288 shares
    Change vs previous 13F -942 shares

    0.06% of the 13F portfolio, value $3,897,081.

    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 12,230 shares
    Change vs previous 13F +551 shares

    0.05% of the 13F portfolio, value $3,471,490.

    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 11,679 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,286,120.

    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).