Skip to content
Disclosery

Clearstead Advisors, LLC: DHR position timeline

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

Clearstead Advisors, LLC held 95,787 DHR 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 95,787 shares
    Change vs previous 13F +329 shares

    0.17% of the 13F portfolio, value $18,245,622.

    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 95,458 shares
    Change vs previous 13F -4,822 shares

    0.17% of the 13F portfolio, value $18,098,722.

    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 100,280 shares
    Change vs previous 13F +6,341 shares

    0.29% of the 13F portfolio, value $22,956,101.

    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 93,939 shares
    Change vs previous 13F +3,589 shares

    0.27% of the 13F portfolio, value $18,624,415.

    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 90,350 shares
    Change vs previous 13F -2,522 shares

    0.25% of the 13F portfolio, value $17,847,912.

    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 92,872 shares
    Change vs previous 13F +4,369 shares

    0.3% of the 13F portfolio, value $19,038,908.

    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 88,503 shares
    Change vs previous 13F +1,102 shares

    0.31% of the 13F portfolio, value $20,315,857.

    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 87,401 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $24,299,363.

    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).