Skip to content
Disclosery

Clearstead Advisors, LLC: AMP position timeline

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

Clearstead Advisors, LLC held 4,335 AMP 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 4,335 shares
    Change vs previous 13F +119 shares

    0.02% of the 13F portfolio, value $1,988,972.

    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 4,216 shares
    Change vs previous 13F +22 shares

    0.02% of the 13F portfolio, value $1,873,621.

    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 4,194 shares
    Change vs previous 13F +511 shares

    0.03% of the 13F portfolio, value $2,056,504.

    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 3,683 shares
    Change vs previous 13F -257 shares

    0.03% of the 13F portfolio, value $1,809,274.

    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 3,940 shares
    Change vs previous 13F +135 shares

    0.03% of the 13F portfolio, value $2,102,896.

    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 3,805 shares
    Change vs previous 13F +1,642 shares

    0.03% of the 13F portfolio, value $1,842,039.

    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 2,163 shares
    Change vs previous 13F -1,577 shares

    0.02% of the 13F portfolio, value $1,151,647.

    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 3,740 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,757,090.

    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).