Clearstead Advisors, LLC: CEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on CEG, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 8,793 CEG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 8,793 sharesChange vs previous 13F +1,756 shares
0.02% of the 13F portfolio, value $2,184,051.
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 7,037 sharesChange vs previous 13F -665 shares
0.02% of the 13F portfolio, value $1,964,921.
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 7,702 sharesChange vs previous 13F +536 shares
0.03% of the 13F portfolio, value $2,720,777.
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 7,166 sharesChange vs previous 13F -43 shares
0.03% of the 13F portfolio, value $2,358,127.
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 7,209 sharesChange vs previous 13F +169 shares
0.03% of the 13F portfolio, value $2,326,804.
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 7,040 sharesChange vs previous 13F -350 shares
0.02% of the 13F portfolio, value $1,419,491.
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 7,390 sharesChange vs previous 13F +332 shares
0.03% of the 13F portfolio, value $1,653,142.
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 7,058 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,835,229.
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).