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Clearstead Advisors, LLC: DFAE position timeline

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

Clearstead Advisors, LLC held 686,310 DFAE 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 686,310 shares
    Change vs previous 13F +6,569 shares

    0.26% of the 13F portfolio, value $27,596,526.

    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 679,741 shares
    Change vs previous 13F +4,108 shares

    0.21% of the 13F portfolio, value $23,016,025.

    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 675,633 shares
    Change vs previous 13F +5,517 shares

    0.28% of the 13F portfolio, value $22,005,366.

    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 670,116 shares
    Change vs previous 13F +739 shares

    0.31% of the 13F portfolio, value $21,128,745.

    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 669,377 shares
    Change vs previous 13F +2,275 shares

    0.27% of the 13F portfolio, value $19,378,477.

    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 667,102 shares
    Change vs previous 13F +69,041 shares

    0.27% of the 13F portfolio, value $17,271,264.

    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 598,061 shares
    Change vs previous 13F +41,122 shares

    0.23% of the 13F portfolio, value $15,172,802.

    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 556,939 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $15,265,696.

    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).