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Disclosery

Clearstead Advisors, LLC: CMS position timeline

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

Clearstead Advisors, LLC held 4,123 CMS 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 4,123 shares
    Change vs previous 13F +1,866 shares

    <0.01% of the 13F portfolio, value $315,396.

    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 2,257 shares
    Change vs previous 13F -859 shares

    <0.01% of the 13F portfolio, value $175,107.

    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 3,116 shares
    Change vs previous 13F +483 shares

    <0.01% of the 13F portfolio, value $217,933.

    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 2,633 shares
    Change vs previous 13F -99 shares

    <0.01% of the 13F portfolio, value $192,879.

    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 2,732 shares
    Change vs previous 13F +221 shares

    <0.01% of the 13F portfolio, value $189,283.

    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 2,511 shares
    Change vs previous 13F -68 shares

    <0.01% of the 13F portfolio, value $188,567.

    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 2,579 shares
    Change vs previous 13F -46 shares

    <0.01% of the 13F portfolio, value $171,911.

    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 2,625 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $185,433.

    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).