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Disclosery

Clearstead Advisors, LLC: FTGC position timeline

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

Clearstead Advisors, LLC held 4,417 FTGC 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 4,417 shares
    Change vs previous 13F +343 shares

    <0.01% of the 13F portfolio, value $119,486.

    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 4,074 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $116,968.

    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 4,058 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $94,271.

    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 4,095 shares
    Change vs previous 13F -650 shares

    <0.01% of the 13F portfolio, value $106,070.

    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 4,745 shares
    Change vs previous 13F -420 shares

    <0.01% of the 13F portfolio, value $117,067.

    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 5,165 shares
    Change vs previous 13F -1,041 shares

    <0.01% of the 13F portfolio, value $131,802.

    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 6,206 shares
    Change vs previous 13F -1,640 shares

    <0.01% of the 13F portfolio, value $148,506.

    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 7,846 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $185,863.

    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).