Clearstead Advisors, LLC: CP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on CP, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 15,464 CP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 15,464 sharesChange vs previous 13F +2,728 shares
0.01% of the 13F portfolio, value $1,339,956.
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 12,736 sharesChange vs previous 13F -22 shares
0.01% of the 13F portfolio, value $1,001,811.
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 12,758 sharesChange vs previous 13F -601 shares
0.01% of the 13F portfolio, value $939,374.
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 13,359 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $995,096.
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 13,358 sharesChange vs previous 13F +51 shares
0.01% of the 13F portfolio, value $1,058,888.
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 13,307 sharesChange vs previous 13F +246 shares
0.01% of the 13F portfolio, value $934,303.
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 13,061 sharesChange vs previous 13F -972 shares
0.01% of the 13F portfolio, value $945,200.
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 14,033 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,200,385.
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).