Skip to content
Disclosery

Clearstead Advisors, LLC: ATR position timeline

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

Clearstead Advisors, LLC held 415 ATR 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 415 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $51,938.

    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 396 shares
    Change vs previous 13F -239 shares

    <0.01% of the 13F portfolio, value $49,883.

    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 635 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $77,425.

    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 707 shares
    Change vs previous 13F -285 shares

    <0.01% of the 13F portfolio, value $94,476.

    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 992 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $155,153.

    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 961 shares
    Change vs previous 13F -130 shares

    <0.01% of the 13F portfolio, value $142,569.

    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 1,091 shares
    Change vs previous 13F -364 shares

    <0.01% of the 13F portfolio, value $171,371.

    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 1,455 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $233,050.

    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).