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Disclosery

Clearstead Advisors, LLC: BLK position timeline

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

Clearstead Advisors, LLC held 5,461 BLK 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 5,461 shares
    Change vs previous 13F +1,026 shares

    0.05% of the 13F portfolio, value $5,250,824.

    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 4,435 shares
    Change vs previous 13F -67 shares

    0.04% of the 13F portfolio, value $4,265,107.

    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 4,502 shares
    Change vs previous 13F +242 shares

    0.06% of the 13F portfolio, value $4,818,143.

    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 4,260 shares
    Change vs previous 13F +314 shares

    0.07% of the 13F portfolio, value $4,966,539.

    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 3,946 shares
    Change vs previous 13F +466 shares

    0.06% of the 13F portfolio, value $4,140,445.

    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 3,480 shares
    Change vs previous 13F -265 shares

    0.05% of the 13F portfolio, value $3,293,524.

    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 3,745 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,839,559.

    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).