Clearstead Advisors, LLC: AMRZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on AMRZ, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 4,728 AMRZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 4,728 sharesChange vs previous 13F +286 shares
<0.01% of the 13F portfolio, value $251,941.
13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,442 sharesChange vs previous 13F +18 shares
<0.01% of the 13F portfolio, value $248,841.
13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,424 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $239,250.
13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,424 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $214,697.
13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).