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Disclosery

Clearstead Advisors, LLC: ED position timeline

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

Clearstead Advisors, LLC held 9,660 ED 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 9,660 shares
    Change vs previous 13F +1,174 shares

    0.01% of the 13F portfolio, value $1,068,703.

    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 8,486 shares
    Change vs previous 13F -3,170 shares

    0.01% of the 13F portfolio, value $960,419.

    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 11,656 shares
    Change vs previous 13F +87 shares

    0.01% of the 13F portfolio, value $1,157,670.

    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 11,569 shares
    Change vs previous 13F +835 shares

    0.02% of the 13F portfolio, value $1,162,938.

    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 10,734 shares
    Change vs previous 13F -1,060 shares

    0.02% of the 13F portfolio, value $1,077,115.

    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 11,794 shares
    Change vs previous 13F +216 shares

    0.02% of the 13F portfolio, value $1,304,349.

    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 11,578 shares
    Change vs previous 13F -57 shares

    0.02% of the 13F portfolio, value $1,033,129.

    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 11,635 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,211,510.

    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).