Clearstead Advisors, LLC: CMC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on CMC, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 6,337 CMC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 6,337 sharesChange vs previous 13F +8 shares
<0.01% of the 13F portfolio, value $397,647.
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 6,329 sharesChange vs previous 13F -866 shares
<0.01% of the 13F portfolio, value $388,791.
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 7,195 sharesChange vs previous 13F +1,134 shares
0.01% of the 13F portfolio, value $498,038.
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 6,061 sharesChange vs previous 13F +962 shares
0.01% of the 13F portfolio, value $347,174.
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 5,099 sharesChange vs previous 13F +99 shares
<0.01% of the 13F portfolio, value $249,393.
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 5,000 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $230,050.
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 5,000 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $248,000.
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 5,000 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $274,800.
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).