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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

  1. period ended2026-06-30
    13F 23,443 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,065 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,827 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,832 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,375 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,336 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,145 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,204 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).