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Clearstead Advisors, LLC: AYI position timeline

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

Clearstead Advisors, LLC held 2,832 AYI 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 2,832 shares
    Change vs previous 13F -3,358 shares

    0.01% of the 13F portfolio, value $1,066,702.

    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 6,190 shares
    Change vs previous 13F -221 shares

    0.02% of the 13F portfolio, value $1,734,563.

    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 6,411 shares
    Change vs previous 13F +142 shares

    0.03% of the 13F portfolio, value $2,308,217.

    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 6,269 shares
    Change vs previous 13F +31 shares

    0.03% of the 13F portfolio, value $2,158,981.

    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 6,238 shares
    Change vs previous 13F -3,505 shares

    0.03% of the 13F portfolio, value $1,861,045.

    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 9,743 shares
    Change vs previous 13F +3,530 shares

    0.04% of the 13F portfolio, value $2,565,819.

    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 6,213 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $1,815,004.

    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 6,214 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,711,274.

    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).