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Disclosery

Clearstead Advisors, LLC: BAM position timeline

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

Clearstead Advisors, LLC held 3,119 BAM 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 3,119 shares
    Change vs previous 13F -42,308 shares

    <0.01% of the 13F portfolio, value $139,888.

    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 45,427 shares
    Change vs previous 13F +1,580 shares

    0.02% of the 13F portfolio, value $2,019,231.

    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 43,847 shares
    Change vs previous 13F +260 shares

    0.03% of the 13F portfolio, value $2,297,145.

    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 43,587 shares
    Change vs previous 13F -27,496 shares

    0.04% of the 13F portfolio, value $2,481,844.

    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 71,083 shares
    Change vs previous 13F -15,200 shares

    0.06% of the 13F portfolio, value $3,929,469.

    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 86,283 shares
    Change vs previous 13F +42,700 shares

    0.06% of the 13F portfolio, value $4,180,412.

    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 43,583 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,361,763.

    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 43,583 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,061,041.

    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).