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Clearstead Advisors, LLC: CROX position timeline

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

Clearstead Advisors, LLC held 73,684 CROX 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 73,684 shares
    Change vs previous 13F -59,512 shares

    0.08% of the 13F portfolio, value $8,889,236.

    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 133,196 shares
    Change vs previous 13F +7,665 shares

    0.1% of the 13F portfolio, value $11,057,913.

    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 125,531 shares
    Change vs previous 13F -30,787 shares

    0.14% of the 13F portfolio, value $10,735,391.

    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 156,318 shares
    Change vs previous 13F +84,755 shares

    0.19% of the 13F portfolio, value $13,060,350.

    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 71,563 shares
    Change vs previous 13F +71,560 shares

    0.1% of the 13F portfolio, value $7,247,878.

    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 3 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $319.

    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 6 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $658.

    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 3 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $435.

    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).