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Disclosery

Clearstead Advisors, LLC: DFAS position timeline

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

Clearstead Advisors, LLC held 158,743 DFAS 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 158,743 shares
    Change vs previous 13F +7,580 shares

    0.12% of the 13F portfolio, value $13,070,941.

    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 151,163 shares
    Change vs previous 13F +114,700 shares

    0.1% of the 13F portfolio, value $10,752,183.

    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 36,463 shares
    Change vs previous 13F -68 shares

    0.03% of the 13F portfolio, value $2,540,392.

    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 36,531 shares
    Change vs previous 13F +784 shares

    0.04% of the 13F portfolio, value $2,500,937.

    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 35,747 shares
    Change vs previous 13F -220 shares

    0.03% of the 13F portfolio, value $2,277,418.

    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 35,967 shares
    Change vs previous 13F -22 shares

    0.03% of the 13F portfolio, value $2,149,033.

    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 35,989 shares
    Change vs previous 13F -1,420 shares

    0.04% of the 13F portfolio, value $2,342,140.

    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 37,409 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,426,355.

    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).