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Clearstead Advisors, LLC: ARCC position timeline

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

Clearstead Advisors, LLC held 402,294 ARCC 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 402,294 shares
    Change vs previous 13F +51,529 shares

    0.07% of the 13F portfolio, value $7,454,506.

    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 350,765 shares
    Change vs previous 13F +4,778 shares

    0.06% of the 13F portfolio, value $6,320,780.

    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 345,987 shares
    Change vs previous 13F -75,897 shares

    0.09% of the 13F portfolio, value $6,999,324.

    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 421,884 shares
    Change vs previous 13F +37,682 shares

    0.13% of the 13F portfolio, value $8,610,651.

    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 384,202 shares
    Change vs previous 13F -168,824 shares

    0.12% of the 13F portfolio, value $8,437,064.

    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 553,026 shares
    Change vs previous 13F -30,612 shares

    0.19% of the 13F portfolio, value $12,255,060.

    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 583,638 shares
    Change vs previous 13F +52,810 shares

    0.19% of the 13F portfolio, value $12,775,825.

    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 530,828 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $11,115,539.

    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).