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Disclosery

Clearstead Advisors, LLC: CMI position timeline

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

Clearstead Advisors, LLC held 6,918 CMI 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 6,918 shares
    Change vs previous 13F +646 shares

    0.05% of the 13F portfolio, value $4,934,195.

    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 6,272 shares
    Change vs previous 13F -238 shares

    0.03% of the 13F portfolio, value $3,374,391.

    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 6,510 shares
    Change vs previous 13F -479 shares

    0.04% of the 13F portfolio, value $3,322,912.

    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 6,989 shares
    Change vs previous 13F +366 shares

    0.04% of the 13F portfolio, value $2,951,944.

    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 6,623 shares
    Change vs previous 13F +291 shares

    0.03% of the 13F portfolio, value $2,169,074.

    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 6,332 shares
    Change vs previous 13F +344 shares

    0.03% of the 13F portfolio, value $1,984,736.

    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 5,988 shares
    Change vs previous 13F -93 shares

    0.03% of the 13F portfolio, value $2,087,431.

    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 6,081 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,968,967.

    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).