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Disclosery

Clearstead Advisors, LLC: EPI position timeline

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

Clearstead Advisors, LLC held 24,014 EPI 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 24,014 shares
    Change vs previous 13F -2,851 shares

    0.01% of the 13F portfolio, value $1,027,304.

    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 26,865 shares
    Change vs previous 13F +1,668 shares

    0.01% of the 13F portfolio, value $1,096,085.

    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 25,197 shares
    Change vs previous 13F +759 shares

    0.01% of the 13F portfolio, value $1,166,370.

    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 24,438 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,080,160.

    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 24,438 shares
    Change vs previous 13F +17,580 shares

    0.02% of the 13F portfolio, value $1,160,072.

    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 6,858 shares
    Change vs previous 13F -6,129 shares

    <0.01% of the 13F portfolio, value $299,764.

    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 12,987 shares
    Change vs previous 13F +10,857 shares

    0.01% of the 13F portfolio, value $587,922.

    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 2,130 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $107,480.

    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).