Skip to content
Disclosery

Clearstead Advisors, LLC: FORM position timeline

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

Clearstead Advisors, LLC held 2,520 FORM 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 2,520 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $403,024.

    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 2,500 shares
    Change vs previous 13F +1,450 shares

    <0.01% of the 13F portfolio, value $242,475.

    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 1,050 shares
    Change vs previous 13F +389 shares

    <0.01% of the 13F portfolio, value $58,569.

    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 661 shares
    Change vs previous 13F -6,939 shares

    <0.01% of the 13F portfolio, value $24,074.

    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 7,600 shares
    Change vs previous 13F +189 shares

    <0.01% of the 13F portfolio, value $261,516.

    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 7,411 shares
    Change vs previous 13F +1,123 shares

    <0.01% of the 13F portfolio, value $209,658.

    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 6,288 shares
    Change vs previous 13F -784 shares

    <0.01% of the 13F portfolio, value $276,672.

    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 7,072 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $325,312.

    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).