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Disclosery

Clearstead Advisors, LLC: DLN position timeline

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

Clearstead Advisors, LLC held 942,613 DLN 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 942,613 shares
    Change vs previous 13F -33,669 shares

    0.86% of the 13F portfolio, value $90,792,480.

    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 976,282 shares
    Change vs previous 13F -76,126 shares

    0.8% of the 13F portfolio, value $87,211,290.

    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 1,052,408 shares
    Change vs previous 13F -1,986 shares

    1.17% of the 13F portfolio, value $92,696,126.

    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 1,054,394 shares
    Change vs previous 13F +4,533 shares

    1.34% of the 13F portfolio, value $91,763,913.

    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 1,049,861 shares
    Change vs previous 13F +14,912 shares

    1.21% of the 13F portfolio, value $86,235,627.

    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 1,034,949 shares
    Change vs previous 13F +314,662 shares

    1.27% of the 13F portfolio, value $82,143,834.

    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 720,287 shares
    Change vs previous 13F +29,328 shares

    0.85% of the 13F portfolio, value $56,031,163.

    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 690,959 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $54,281,804.

    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).