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Disclosery

Clearstead Advisors, LLC: CLX position timeline

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

Clearstead Advisors, LLC held 23,327 CLX 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 23,327 shares
    Change vs previous 13F +18,443 shares

    0.02% of the 13F portfolio, value $2,226,285.

    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 4,884 shares
    Change vs previous 13F -1,719 shares

    <0.01% of the 13F portfolio, value $506,161.

    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 6,603 shares
    Change vs previous 13F +248 shares

    0.01% of the 13F portfolio, value $665,781.

    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 6,355 shares
    Change vs previous 13F -219 shares

    0.01% of the 13F portfolio, value $783,572.

    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 6,574 shares
    Change vs previous 13F -606 shares

    0.01% of the 13F portfolio, value $789,340.

    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 7,180 shares
    Change vs previous 13F +566 shares

    0.02% of the 13F portfolio, value $1,057,255.

    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 6,614 shares
    Change vs previous 13F -139 shares

    0.02% of the 13F portfolio, value $1,074,167.

    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 6,753 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,100,131.

    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).