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Disclosery

Clearstead Advisors, LLC: CNC position timeline

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

Clearstead Advisors, LLC held 4,169 CNC 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 4,169 shares
    Change vs previous 13F -16,060 shares

    <0.01% of the 13F portfolio, value $267,610.

    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 20,229 shares
    Change vs previous 13F -7,678 shares

    0.01% of the 13F portfolio, value $662,298.

    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 27,907 shares
    Change vs previous 13F +14,520 shares

    0.01% of the 13F portfolio, value $1,148,374.

    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 13,387 shares
    Change vs previous 13F +11,677 shares

    0.01% of the 13F portfolio, value $477,649.

    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 1,710 shares
    Change vs previous 13F -129 shares

    <0.01% of the 13F portfolio, value $92,819.

    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 1,839 shares
    Change vs previous 13F +1,808 shares

    <0.01% of the 13F portfolio, value $111,646.

    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 31 shares
    Change vs previous 13F -150 shares

    <0.01% of the 13F portfolio, value $1,851.

    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 181 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,626.

    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).