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Disclosery

Clearstead Advisors, LLC: C position timeline

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

Clearstead Advisors, LLC held 35,956 C 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 35,956 shares
    Change vs previous 13F -20,408 shares

    0.05% of the 13F portfolio, value $5,032,336.

    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 56,364 shares
    Change vs previous 13F +25,420 shares

    0.06% of the 13F portfolio, value $6,392,249.

    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 30,944 shares
    Change vs previous 13F +2,731 shares

    0.05% of the 13F portfolio, value $3,610,954.

    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 28,213 shares
    Change vs previous 13F -19,072 shares

    0.04% of the 13F portfolio, value $2,863,702.

    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 47,285 shares
    Change vs previous 13F +490 shares

    0.06% of the 13F portfolio, value $4,024,959.

    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 46,795 shares
    Change vs previous 13F +2,326 shares

    0.05% of the 13F portfolio, value $3,322,045.

    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 44,469 shares
    Change vs previous 13F +1,064 shares

    0.05% of the 13F portfolio, value $3,130,212.

    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 43,405 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,717,157.

    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).