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Disclosery

Clearstead Advisors, LLC: APD position timeline

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

Clearstead Advisors, LLC held 10,988 APD 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 10,988 shares
    Change vs previous 13F +195 shares

    0.03% of the 13F portfolio, value $3,221,397.

    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 10,793 shares
    Change vs previous 13F -1,509 shares

    0.03% of the 13F portfolio, value $3,135,191.

    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 12,302 shares
    Change vs previous 13F -130 shares

    0.04% of the 13F portfolio, value $3,038,765.

    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 12,432 shares
    Change vs previous 13F +302 shares

    0.05% of the 13F portfolio, value $3,390,370.

    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 12,130 shares
    Change vs previous 13F +903 shares

    0.05% of the 13F portfolio, value $3,421,201.

    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 11,227 shares
    Change vs previous 13F -782 shares

    0.05% of the 13F portfolio, value $3,311,061.

    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 12,009 shares
    Change vs previous 13F -1,406 shares

    0.05% of the 13F portfolio, value $3,482,864.

    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 13,415 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,994,093.

    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).