Clearstead Advisors, LLC: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on COP, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 23,443 COP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 23,443 sharesChange vs previous 13F -8,622 shares
0.02% of the 13F portfolio, value $2,437,205.
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 32,065 sharesChange vs previous 13F +7,238 shares
0.04% of the 13F portfolio, value $4,232,535.
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 24,827 sharesChange vs previous 13F +2,995 shares
0.03% of the 13F portfolio, value $2,324,021.
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 21,832 sharesChange vs previous 13F -2,543 shares
0.03% of the 13F portfolio, value $2,065,023.
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 24,375 sharesChange vs previous 13F +3,039 shares
0.03% of the 13F portfolio, value $2,187,448.
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 21,336 sharesChange vs previous 13F +3,191 shares
0.03% of the 13F portfolio, value $2,240,702.
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 18,145 sharesChange vs previous 13F -5,059 shares
0.03% of the 13F portfolio, value $1,799,423.
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 23,204 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $2,442,933.
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).