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Disclosery

Clearstead Advisors, LLC: CWI position timeline

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

Clearstead Advisors, LLC held 160,157 CWI 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 160,157 shares
    Change vs previous 13F +76 shares

    0.06% of the 13F portfolio, value $6,513,598.

    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 160,081 shares
    Change vs previous 13F +2,721 shares

    0.05% of the 13F portfolio, value $5,857,347.

    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 157,360 shares
    Change vs previous 13F +67 shares

    0.07% of the 13F portfolio, value $5,652,355.

    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 157,293 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $5,492,657.

    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 157,293 shares
    Change vs previous 13F +53 shares

    0.07% of the 13F portfolio, value $5,137,175.

    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 157,240 shares
    Change vs previous 13F -182 shares

    0.07% of the 13F portfolio, value $4,651,163.

    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 157,422 shares
    Change vs previous 13F +55 shares

    0.07% of the 13F portfolio, value $4,398,361.

    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 157,367 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,790,267.

    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).