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Disclosery

Clearstead Advisors, LLC: EEM position timeline

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

Clearstead Advisors, LLC held 33,284 EEM 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 33,284 shares
    Change vs previous 13F +2,352 shares

    0.02% of the 13F portfolio, value $2,276,931.

    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 30,932 shares
    Change vs previous 13F +190 shares

    0.02% of the 13F portfolio, value $1,756,591.

    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 30,742 shares
    Change vs previous 13F -1,192 shares

    0.02% of the 13F portfolio, value $1,681,887.

    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 31,934 shares
    Change vs previous 13F -4,042 shares

    0.02% of the 13F portfolio, value $1,705,279.

    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 35,976 shares
    Change vs previous 13F -3,963 shares

    0.02% of the 13F portfolio, value $1,735,486.

    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 39,939 shares
    Change vs previous 13F -43,188 shares

    0.03% of the 13F portfolio, value $1,745,335.

    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 83,127 shares
    Change vs previous 13F -389 shares

    0.05% of the 13F portfolio, value $3,476,373.

    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 83,516 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,830,067.

    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).