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Clearstead Advisors, LLC: BSCU position timeline

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

Clearstead Advisors, LLC held 3,910,447 BSCU 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 3,910,447 shares
    Change vs previous 13F +89,907 shares

    0.61% of the 13F portfolio, value $65,089,393.

    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 3,820,540 shares
    Change vs previous 13F +239,954 shares

    0.58% of the 13F portfolio, value $63,875,987.

    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 3,580,586 shares
    Change vs previous 13F +245,555 shares

    0.76% of the 13F portfolio, value $60,583,523.

    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 3,335,031 shares
    Change vs previous 13F +211,975 shares

    0.82% of the 13F portfolio, value $56,362,024.

    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 3,123,056 shares
    Change vs previous 13F +72,212 shares

    0.74% of the 13F portfolio, value $52,404,877.

    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 3,050,844 shares
    Change vs previous 13F -15,831 shares

    0.79% of the 13F portfolio, value $50,613,509.

    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 3,066,675 shares
    Change vs previous 13F +167,770 shares

    0.76% of the 13F portfolio, value $50,201,466.

    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 2,898,905 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $49,136,446.

    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).