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Disclosery

Clearstead Advisors, LLC: CL position timeline

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

Clearstead Advisors, LLC held 47,695 CL 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 47,695 shares
    Change vs previous 13F -7,841 shares

    0.04% of the 13F portfolio, value $4,372,672.

    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 55,536 shares
    Change vs previous 13F +11,445 shares

    0.04% of the 13F portfolio, value $4,733,298.

    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 44,091 shares
    Change vs previous 13F +1,280 shares

    0.04% of the 13F portfolio, value $3,484,055.

    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 42,811 shares
    Change vs previous 13F +16 shares

    0.05% of the 13F portfolio, value $3,422,340.

    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 42,795 shares
    Change vs previous 13F +616 shares

    0.05% of the 13F portfolio, value $3,890,029.

    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 42,179 shares
    Change vs previous 13F -1,578 shares

    0.06% of the 13F portfolio, value $3,952,132.

    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 43,757 shares
    Change vs previous 13F +323 shares

    0.06% of the 13F portfolio, value $3,977,969.

    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 43,434 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,508,894.

    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).