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Disclosery

Clearstead Advisors, LLC: ALL position timeline

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

Clearstead Advisors, LLC held 14,863 ALL 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 14,863 shares
    Change vs previous 13F +608 shares

    0.03% of the 13F portfolio, value $3,536,378.

    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 14,255 shares
    Change vs previous 13F -1,011 shares

    0.03% of the 13F portfolio, value $2,955,665.

    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 15,266 shares
    Change vs previous 13F +310 shares

    0.04% of the 13F portfolio, value $3,177,592.

    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 14,956 shares
    Change vs previous 13F -675 shares

    0.05% of the 13F portfolio, value $3,210,278.

    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 15,631 shares
    Change vs previous 13F +513 shares

    0.04% of the 13F portfolio, value $3,146,652.

    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 15,118 shares
    Change vs previous 13F -459 shares

    0.05% of the 13F portfolio, value $3,130,458.

    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 15,577 shares
    Change vs previous 13F +234 shares

    0.05% of the 13F portfolio, value $3,003,066.

    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 15,343 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,909,776.

    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).