Clearstead Advisors, LLC: ASB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on ASB, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 1,403 ASB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 1,403 sharesChange vs previous 13F +1,363 shares
<0.01% of the 13F portfolio, value $43,171.
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 40 sharesChange vs previous 13F -625 shares
<0.01% of the 13F portfolio, value $1,035.
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 665 sharesChange vs previous 13F +345 shares
<0.01% of the 13F portfolio, value $17,131.
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 320 sharesChange vs previous 13F +190 shares
<0.01% of the 13F portfolio, value $8,228.
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).
- period ended2025-06-3013F 130 sharesChange vs previous 13F +119 shares
<0.01% of the 13F portfolio, value $3,171.
13F-HR 0001708001-25-000003 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 ended2025-03-3113F 11 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $248.
13F-HR 0000842775-25-000005 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).