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Clearstead Advisors, LLC: CPB position timeline

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

Clearstead Advisors, LLC held 2,647 CPB 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 2,647 shares
    Change vs previous 13F +2,265 shares

    <0.01% of the 13F portfolio, value $58,949.

    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 382 shares
    Change vs previous 13F -673 shares

    <0.01% of the 13F portfolio, value $8,508.

    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 1,055 shares
    Change vs previous 13F +239 shares

    <0.01% of the 13F portfolio, value $29,403.

    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 816 shares
    Change vs previous 13F -311 shares

    <0.01% of the 13F portfolio, value $25,769.

    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 1,127 shares
    Change vs previous 13F +543 shares

    <0.01% of the 13F portfolio, value $34,535.

    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 584 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $23,296.

    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 509 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $21,316.

    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 507 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,815.

    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).