Clearstead Advisors, LLC: BC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on BC, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 2,515 BC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 2,515 sharesChange vs previous 13F +111 shares
<0.01% of the 13F portfolio, value $211,864.
13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,404 sharesChange vs previous 13F -240 shares
<0.01% of the 13F portfolio, value $174,916.
13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,644 sharesChange vs previous 13F -1,175 shares
<0.01% of the 13F portfolio, value $196,291.
13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,819 sharesChange vs previous 13F +128 shares
<0.01% of the 13F portfolio, value $241,514.
13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,691 sharesChange vs previous 13F +1,212 shares
<0.01% of the 13F portfolio, value $203,891.
13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,479 sharesChange vs previous 13F +47 shares
<0.01% of the 13F portfolio, value $133,495.
13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,432 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $157,302.
13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,432 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $203,851.
13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).