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Disclosery

Clearstead Advisors, LLC: BOND position timeline

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

Clearstead Advisors, LLC held 138,203 BOND 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 138,203 shares
    Change vs previous 13F +7,994 shares

    0.12% of the 13F portfolio, value $12,743,723.

    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 130,209 shares
    Change vs previous 13F +4,887 shares

    0.11% of the 13F portfolio, value $12,015,710.

    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 125,322 shares
    Change vs previous 13F +4,270 shares

    0.15% of the 13F portfolio, value $11,664,977.

    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 121,052 shares
    Change vs previous 13F +10,443 shares

    0.16% of the 13F portfolio, value $11,300,221.

    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 110,609 shares
    Change vs previous 13F -18,901 shares

    0.14% of the 13F portfolio, value $10,195,954.

    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 129,510 shares
    Change vs previous 13F +2,879 shares

    0.19% of the 13F portfolio, value $11,975,764.

    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 126,631 shares
    Change vs previous 13F +36,487 shares

    0.17% of the 13F portfolio, value $11,449,996.

    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 90,144 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $8,528,482.

    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).