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Disclosery

Clearstead Advisors, LLC: CI position timeline

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

Clearstead Advisors, LLC held 6,465 CI 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 6,465 shares
    Change vs previous 13F -361 shares

    0.02% of the 13F portfolio, value $1,782,336.

    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 6,826 shares
    Change vs previous 13F -2,225 shares

    0.02% of the 13F portfolio, value $1,820,935.

    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 9,051 shares
    Change vs previous 13F +2,209 shares

    0.03% of the 13F portfolio, value $2,491,067.

    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 6,842 shares
    Change vs previous 13F -453 shares

    0.03% of the 13F portfolio, value $1,972,157.

    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 7,295 shares
    Change vs previous 13F +1,700 shares

    0.03% of the 13F portfolio, value $2,411,375.

    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 5,595 shares
    Change vs previous 13F +376 shares

    0.03% of the 13F portfolio, value $1,840,752.

    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 5,219 shares
    Change vs previous 13F -103 shares

    0.02% of the 13F portfolio, value $1,441,059.

    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 5,322 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,843,820.

    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).