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Disclosery

Clearstead Advisors, LLC: BE position timeline

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

Clearstead Advisors, LLC held 11,964 BE 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 11,964 shares
    Change vs previous 13F -53 shares

    0.03% of the 13F portfolio, value $3,621,504.

    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 12,017 shares
    Change vs previous 13F -1,307 shares

    0.01% of the 13F portfolio, value $1,628,184.

    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 13,324 shares
    Change vs previous 13F +115 shares

    0.01% of the 13F portfolio, value $1,157,723.

    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 13,209 shares
    Change vs previous 13F -5,542 shares

    0.02% of the 13F portfolio, value $1,117,086.

    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 18,751 shares
    Change vs previous 13F -115 shares

    0.01% of the 13F portfolio, value $448,524.

    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 18,866 shares
    Change vs previous 13F +2,715 shares

    0.01% of the 13F portfolio, value $370,906.

    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 16,151 shares
    Change vs previous 13F -4,238 shares

    0.01% of the 13F portfolio, value $358,714.

    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 20,389 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,309.

    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).