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Clearstead Advisors, LLC: AX position timeline

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

Clearstead Advisors, LLC held 393 AX 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 393 shares
    Change vs previous 13F -83 shares

    <0.01% of the 13F portfolio, value $38,275.

    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 476 shares
    Change vs previous 13F -623 shares

    <0.01% of the 13F portfolio, value $40,503.

    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 1,099 shares
    Change vs previous 13F +498 shares

    <0.01% of the 13F portfolio, value $94,690.

    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 601 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $50,875.

    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 602 shares
    Change vs previous 13F +256 shares

    <0.01% of the 13F portfolio, value $45,777.

    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 346 shares
    Change vs previous 13F -284 shares

    <0.01% of the 13F portfolio, value $22,324.

    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 630 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $44,006.

    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 642 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $40,369.

    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).