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Disclosery

Clearstead Advisors, LLC: BIP position timeline

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

Clearstead Advisors, LLC held 74,692 BIP 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 74,692 shares
    Change vs previous 13F -375 shares

    0.03% of the 13F portfolio, value $2,725,509.

    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 75,067 shares
    Change vs previous 13F -611 shares

    0.02% of the 13F portfolio, value $2,711,418.

    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 75,678 shares
    Change vs previous 13F -1,393 shares

    0.03% of the 13F portfolio, value $2,629,048.

    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 77,071 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,534,864.

    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 77,071 shares
    Change vs previous 13F +3,201 shares

    0.04% of the 13F portfolio, value $2,581,877.

    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 73,870 shares
    Change vs previous 13F +18,064 shares

    0.03% of the 13F portfolio, value $2,200,584.

    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 55,806 shares
    Change vs previous 13F +10,555 shares

    0.03% of the 13F portfolio, value $1,774,073.

    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 45,251 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,585,596.

    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).