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Disclosery

Clearstead Advisors, LLC: DE position timeline

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

Clearstead Advisors, LLC held 14,495 DE 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 14,495 shares
    Change vs previous 13F -2,634 shares

    0.09% of the 13F portfolio, value $9,194,685.

    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 17,129 shares
    Change vs previous 13F -783 shares

    0.09% of the 13F portfolio, value $9,648,901.

    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 17,912 shares
    Change vs previous 13F -198 shares

    0.11% of the 13F portfolio, value $8,339,157.

    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 18,110 shares
    Change vs previous 13F -2,255 shares

    0.12% of the 13F portfolio, value $8,281,300.

    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 20,365 shares
    Change vs previous 13F +1,693 shares

    0.15% of the 13F portfolio, value $10,355,328.

    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 18,672 shares
    Change vs previous 13F +1,265 shares

    0.14% of the 13F portfolio, value $8,763,858.

    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 17,407 shares
    Change vs previous 13F +629 shares

    0.11% of the 13F portfolio, value $7,375,149.

    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 16,778 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,001,663.

    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).