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Disclosery

Clearstead Advisors, LLC: BX position timeline

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

Clearstead Advisors, LLC held 214,818 BX 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 214,818 shares
    Change vs previous 13F -5,112 shares

    0.24% of the 13F portfolio, value $25,277,570.

    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 219,930 shares
    Change vs previous 13F +150,463 shares

    0.23% of the 13F portfolio, value $25,289,790.

    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 69,467 shares
    Change vs previous 13F -106 shares

    0.14% of the 13F portfolio, value $10,707,714.

    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 69,573 shares
    Change vs previous 13F +2,626 shares

    0.17% of the 13F portfolio, value $11,886,429.

    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 66,947 shares
    Change vs previous 13F +1,722 shares

    0.14% of the 13F portfolio, value $10,013,889.

    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 65,225 shares
    Change vs previous 13F -823 shares

    0.14% of the 13F portfolio, value $9,117,153.

    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 66,048 shares
    Change vs previous 13F -4,677 shares

    0.17% of the 13F portfolio, value $11,387,952.

    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 70,725 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $10,830,108.

    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).