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Clearstead Advisors, LLC: BND position timeline

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

Clearstead Advisors, LLC held 138,802 BND 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 138,802 shares
    Change vs previous 13F +2,931 shares

    0.1% of the 13F portfolio, value $10,189,468.

    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 135,871 shares
    Change vs previous 13F +6,710 shares

    0.09% of the 13F portfolio, value $10,005,572.

    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 129,161 shares
    Change vs previous 13F +2,044 shares

    0.12% of the 13F portfolio, value $9,566,962.

    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 127,117 shares
    Change vs previous 13F -978 shares

    0.14% of the 13F portfolio, value $9,453,698.

    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 128,095 shares
    Change vs previous 13F +7,659 shares

    0.13% of the 13F portfolio, value $9,431,696.

    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 120,436 shares
    Change vs previous 13F +2,262 shares

    0.14% of the 13F portfolio, value $8,846,007.

    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 118,174 shares
    Change vs previous 13F -1,302 shares

    0.13% of the 13F portfolio, value $8,497,919.

    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 119,476 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $8,973,896.

    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).