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Disclosery

Clearstead Advisors, LLC: AOA position timeline

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

Clearstead Advisors, LLC held 61,477 AOA 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 61,477 shares
    Change vs previous 13F -85 shares

    0.06% of the 13F portfolio, value $6,000,231.

    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 61,562 shares
    Change vs previous 13F -406 shares

    0.05% of the 13F portfolio, value $5,447,687.

    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 61,968 shares
    Change vs previous 13F -34 shares

    0.07% of the 13F portfolio, value $5,549,920.

    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 62,002 shares
    Change vs previous 13F -517 shares

    0.08% of the 13F portfolio, value $5,464,907.

    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 62,519 shares
    Change vs previous 13F -618 shares

    0.07% of the 13F portfolio, value $5,214,125.

    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 63,137 shares
    Change vs previous 13F +502 shares

    0.07% of the 13F portfolio, value $4,830,014.

    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 62,635 shares
    Change vs previous 13F +2,966 shares

    0.07% of the 13F portfolio, value $4,798,501.

    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 59,669 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,708,481.

    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).