Skip to content
Disclosery

Clearstead Advisors, LLC: FWONA position timeline

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

Clearstead Advisors, LLC held 6,314 FWONA 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 6,314 shares
    Change vs previous 13F -473 shares

    0.01% of the 13F portfolio, value $552,728.

    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 6,787 shares
    Change vs previous 13F +364 shares

    <0.01% of the 13F portfolio, value $529,929.

    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 6,423 shares
    Change vs previous 13F +76 shares

    0.01% of the 13F portfolio, value $574,088.

    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 6,347 shares
    Change vs previous 13F +92 shares

    0.01% of the 13F portfolio, value $604,362.

    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 6,255 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $593,975.

    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 6,253 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $509,433.

    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 6,248 shares
    Change vs previous 13F +1,000 shares

    0.01% of the 13F portfolio, value $525,082.

    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 5,248 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $375,389.

    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).