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Disclosery

Clearstead Advisors, LLC: CB position timeline

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

Clearstead Advisors, LLC held 13,387 CB 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 13,387 shares
    Change vs previous 13F -1,801 shares

    0.04% of the 13F portfolio, value $4,561,730.

    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 15,188 shares
    Change vs previous 13F -500 shares

    0.05% of the 13F portfolio, value $4,950,244.

    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 15,688 shares
    Change vs previous 13F +3,093 shares

    0.06% of the 13F portfolio, value $4,896,454.

    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 12,595 shares
    Change vs previous 13F -517 shares

    0.05% of the 13F portfolio, value $3,554,802.

    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 13,112 shares
    Change vs previous 13F +914 shares

    0.05% of the 13F portfolio, value $3,798,740.

    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 12,198 shares
    Change vs previous 13F -625 shares

    0.06% of the 13F portfolio, value $3,683,765.

    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 12,823 shares
    Change vs previous 13F -122 shares

    0.05% of the 13F portfolio, value $3,542,899.

    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 12,945 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,733,309.

    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).