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Disclosery

Clearstead Advisors, LLC: DTE position timeline

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

Clearstead Advisors, LLC held 2,637 DTE 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 2,637 shares
    Change vs previous 13F +1,280 shares

    <0.01% of the 13F portfolio, value $401,801.

    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 1,357 shares
    Change vs previous 13F -501 shares

    <0.01% of the 13F portfolio, value $198,421.

    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 1,858 shares
    Change vs previous 13F -922 shares

    <0.01% of the 13F portfolio, value $239,645.

    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 2,780 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $393,176.

    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 2,754 shares
    Change vs previous 13F +1,389 shares

    0.01% of the 13F portfolio, value $364,795.

    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 1,365 shares
    Change vs previous 13F +98 shares

    <0.01% of the 13F portfolio, value $188,739.

    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 1,267 shares
    Change vs previous 13F -86 shares

    <0.01% of the 13F portfolio, value $153,007.

    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 1,353 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $173,739.

    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).