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Disclosery

Clearstead Advisors, LLC: EMR position timeline

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

Clearstead Advisors, LLC held 50,833 EMR 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 50,833 shares
    Change vs previous 13F -9,897 shares

    0.07% of the 13F portfolio, value $7,276,773.

    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 60,730 shares
    Change vs previous 13F +20,100 shares

    0.07% of the 13F portfolio, value $7,956,828.

    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 40,630 shares
    Change vs previous 13F -498 shares

    0.07% of the 13F portfolio, value $5,392,428.

    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 41,128 shares
    Change vs previous 13F -1,865 shares

    0.08% of the 13F portfolio, value $5,395,125.

    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 42,993 shares
    Change vs previous 13F +619 shares

    0.08% of the 13F portfolio, value $5,732,380.

    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 42,374 shares
    Change vs previous 13F -641 shares

    0.07% of the 13F portfolio, value $4,645,864.

    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 43,015 shares
    Change vs previous 13F -2,679 shares

    0.08% of the 13F portfolio, value $5,330,739.

    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 45,694 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,997,521.

    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).