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Clearstead Advisors, LLC: BSCQ position timeline

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

Clearstead Advisors, LLC held 155,388 BSCQ 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 155,388 shares
    Change vs previous 13F -25,231 shares

    0.03% of the 13F portfolio, value $3,033,951.

    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 180,619 shares
    Change vs previous 13F -34,484 shares

    0.03% of the 13F portfolio, value $3,527,489.

    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 215,103 shares
    Change vs previous 13F +520 shares

    0.05% of the 13F portfolio, value $4,210,641.

    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 214,583 shares
    Change vs previous 13F -139,946 shares

    0.06% of the 13F portfolio, value $4,197,243.

    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 354,529 shares
    Change vs previous 13F -4,297 shares

    0.1% of the 13F portfolio, value $6,920,406.

    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 358,826 shares
    Change vs previous 13F +3,661 shares

    0.11% of the 13F portfolio, value $6,989,930.

    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 355,165 shares
    Change vs previous 13F +2,401 shares

    0.11% of the 13F portfolio, value $6,900,856.

    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 352,764 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,900,064.

    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).