Skip to content
Disclosery

Clearstead Advisors, LLC: D position timeline

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

Clearstead Advisors, LLC held 36,707 D 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 36,707 shares
    Change vs previous 13F +3,446 shares

    0.02% of the 13F portfolio, value $2,506,694.

    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 33,261 shares
    Change vs previous 13F -8,019 shares

    0.02% of the 13F portfolio, value $2,056,219.

    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 41,280 shares
    Change vs previous 13F +622 shares

    0.03% of the 13F portfolio, value $2,418,602.

    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 40,658 shares
    Change vs previous 13F +8 shares

    0.04% of the 13F portfolio, value $2,487,055.

    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 40,650 shares
    Change vs previous 13F +4,692 shares

    0.03% of the 13F portfolio, value $2,297,559.

    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 35,958 shares
    Change vs previous 13F +722 shares

    0.03% of the 13F portfolio, value $2,016,183.

    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 35,236 shares
    Change vs previous 13F -597 shares

    0.03% of the 13F portfolio, value $1,897,807.

    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 35,833 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,070,767.

    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).