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Disclosery

Clearstead Advisors, LLC: CSHI position timeline

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

Clearstead Advisors, LLC held 5,049 CSHI 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 5,049 shares
    Change vs previous 13F -3,985 shares

    <0.01% of the 13F portfolio, value $251,491.

    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 9,034 shares
    Change vs previous 13F +4,113 shares

    <0.01% of the 13F portfolio, value $449,713.

    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 4,921 shares
    Change vs previous 13F -233 shares

    <0.01% of the 13F portfolio, value $244,721.

    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 5,154 shares
    Change vs previous 13F -2,033 shares

    <0.01% of the 13F portfolio, value $256,272.

    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 7,187 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $357,410.

    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 7,167 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $355,698.

    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).