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Disclosery

Clearstead Advisors, LLC: CSQ position timeline

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

Clearstead Advisors, LLC held 133,571 CSQ 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 133,571 shares
    Change vs previous 13F -2,682 shares

    0.03% of the 13F portfolio, value $2,746,222.

    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 136,253 shares
    Change vs previous 13F +834 shares

    0.02% of the 13F portfolio, value $2,332,646.

    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 135,419 shares
    Change vs previous 13F -2,771 shares

    0.03% of the 13F portfolio, value $2,600,053.

    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 138,190 shares
    Change vs previous 13F -1,095 shares

    0.04% of the 13F portfolio, value $2,665,686.

    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 139,285 shares
    Change vs previous 13F -2,333 shares

    0.04% of the 13F portfolio, value $2,540,556.

    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 141,618 shares
    Change vs previous 13F -4,432 shares

    0.04% of the 13F portfolio, value $2,291,388.

    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 146,050 shares
    Change vs previous 13F +1,045 shares

    0.04% of the 13F portfolio, value $2,586,547.

    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 145,005 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,515,833.

    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).