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Disclosery

Clearstead Advisors, LLC: CME position timeline

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

Clearstead Advisors, LLC held 16,037 CME 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 16,037 shares
    Change vs previous 13F +1,119 shares

    0.03% of the 13F portfolio, value $3,541,479.

    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 14,918 shares
    Change vs previous 13F -213 shares

    0.04% of the 13F portfolio, value $4,406,031.

    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 15,131 shares
    Change vs previous 13F +581 shares

    0.05% of the 13F portfolio, value $4,132,097.

    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 14,550 shares
    Change vs previous 13F -121 shares

    0.06% of the 13F portfolio, value $3,931,232.

    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 14,671 shares
    Change vs previous 13F +979 shares

    0.06% of the 13F portfolio, value $4,043,664.

    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 13,692 shares
    Change vs previous 13F +295 shares

    0.06% of the 13F portfolio, value $3,632,474.

    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 13,397 shares
    Change vs previous 13F -292 shares

    0.05% of the 13F portfolio, value $3,111,131.

    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 13,689 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,020,436.

    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).