Clearstead Advisors, LLC: CAH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on CAH, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 6,605 CAH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 6,605 sharesChange vs previous 13F +3,790 shares
0.01% of the 13F portfolio, value $1,568,994.
13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,815 sharesChange vs previous 13F -2,702 shares
0.01% of the 13F portfolio, value $594,771.
13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,517 sharesChange vs previous 13F +1,315 shares
0.01% of the 13F portfolio, value $1,133,689.
13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,202 sharesChange vs previous 13F -121 shares
0.01% of the 13F portfolio, value $659,588.
13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,323 sharesChange vs previous 13F +1,627 shares
0.01% of the 13F portfolio, value $726,268.
13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,696 sharesChange vs previous 13F -14 shares
0.01% of the 13F portfolio, value $371,445.
13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,710 sharesChange vs previous 13F +990 shares
<0.01% of the 13F portfolio, value $320,564.
13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,720 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $190,086.
13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).