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Disclosery

Clearstead Advisors, LLC: F position timeline

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

Clearstead Advisors, LLC held 83,895 F 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 83,895 shares
    Change vs previous 13F +25,209 shares

    0.01% of the 13F portfolio, value $1,166,134.

    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 58,686 shares
    Change vs previous 13F -12,237 shares

    0.01% of the 13F portfolio, value $677,237.

    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 70,923 shares
    Change vs previous 13F +2,151 shares

    0.01% of the 13F portfolio, value $930,511.

    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 68,772 shares
    Change vs previous 13F -1,900 shares

    0.01% of the 13F portfolio, value $822,510.

    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 70,672 shares
    Change vs previous 13F +4,544 shares

    0.01% of the 13F portfolio, value $766,790.

    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 66,128 shares
    Change vs previous 13F -4,712 shares

    0.01% of the 13F portfolio, value $663,265.

    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 70,840 shares
    Change vs previous 13F +1,644 shares

    0.01% of the 13F portfolio, value $701,319.

    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 69,196 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $730,705.

    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).