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Clearstead Advisors, LLC: DES position timeline

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

Clearstead Advisors, LLC held 18,723 DES 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 18,723 shares
    Change vs previous 13F -639 shares

    0.01% of the 13F portfolio, value $761,635.

    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 19,362 shares
    Change vs previous 13F -1,880 shares

    0.01% of the 13F portfolio, value $695,888.

    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 21,242 shares
    Change vs previous 13F +118 shares

    0.01% of the 13F portfolio, value $710,555.

    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 21,124 shares
    Change vs previous 13F +119 shares

    0.01% of the 13F portfolio, value $711,462.

    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 21,005 shares
    Change vs previous 13F -1,413 shares

    0.01% of the 13F portfolio, value $667,120.

    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 22,418 shares
    Change vs previous 13F +1,260 shares

    0.01% of the 13F portfolio, value $716,493.

    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 21,158 shares
    Change vs previous 13F -197 shares

    0.01% of the 13F portfolio, value $726,771.

    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 21,355 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $736,524.

    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).