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Disclosery

Clearstead Advisors, LLC: DFUS position timeline

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

Clearstead Advisors, LLC held 74,634 DFUS 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 74,634 shares
    Change vs previous 13F -3,829 shares

    0.06% of the 13F portfolio, value $6,115,542.

    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 78,463 shares
    Change vs previous 13F -426 shares

    0.05% of the 13F portfolio, value $5,563,842.

    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 78,889 shares
    Change vs previous 13F -1,576 shares

    0.07% of the 13F portfolio, value $5,851,166.

    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 80,465 shares
    Change vs previous 13F -1,980 shares

    0.08% of the 13F portfolio, value $5,828,904.

    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 82,445 shares
    Change vs previous 13F -4,524 shares

    0.08% of the 13F portfolio, value $5,525,458.

    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 86,969 shares
    Change vs previous 13F -4,004 shares

    0.08% of the 13F portfolio, value $5,259,874.

    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 90,973 shares
    Change vs previous 13F -731 shares

    0.09% of the 13F portfolio, value $5,799,560.

    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 91,704 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,703,985.

    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).