Clearstead Advisors, LLC: DG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on DG, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 6,581 DG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 6,581 sharesChange vs previous 13F +1,072 shares
0.01% of the 13F portfolio, value $757,592.
13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,509 sharesChange vs previous 13F -3,013 shares
0.01% of the 13F portfolio, value $654,145.
13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,522 sharesChange vs previous 13F +2,815 shares
0.01% of the 13F portfolio, value $1,131,521.
13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,707 sharesChange vs previous 13F +2,450 shares
0.01% of the 13F portfolio, value $589,858.
13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,257 sharesChange vs previous 13F +2,871 shares
0.01% of the 13F portfolio, value $372,577.
13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 386 sharesChange vs previous 13F -151 shares
<0.01% of the 13F portfolio, value $33,970.
13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 537 sharesChange vs previous 13F -3,279 shares
<0.01% of the 13F portfolio, value $40,745.
13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,816 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $322,740.
13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).