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Disclosery

Clearstead Advisors, LLC: BBCA position timeline

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

Clearstead Advisors, LLC held 4,979 BBCA 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 4,979 shares
    Change vs previous 13F +3,542 shares

    <0.01% of the 13F portfolio, value $494,913.

    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 1,437 shares
    Change vs previous 13F +132 shares

    <0.01% of the 13F portfolio, value $135,165.

    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 1,305 shares
    Change vs previous 13F -527 shares

    <0.01% of the 13F portfolio, value $121,365.

    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 1,832 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $159,806.

    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 1,832 shares
    Change vs previous 13F -139 shares

    <0.01% of the 13F portfolio, value $147,843.

    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 1,971 shares
    Change vs previous 13F -508 shares

    <0.01% of the 13F portfolio, value $141,045.

    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 2,479 shares
    Change vs previous 13F -223 shares

    <0.01% of the 13F portfolio, value $174,993.

    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 2,702 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $195,328.

    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).