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Clearstead Advisors, LLC: GEN position timeline

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

Clearstead Advisors, LLC held 1,217 GEN 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 1,217 shares
    Change vs previous 13F +1,004 shares

    <0.01% of the 13F portfolio, value $30,292.

    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 213 shares
    Change vs previous 13F -2,050 shares

    <0.01% of the 13F portfolio, value $4,011.

    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 2,263 shares
    Change vs previous 13F +1,040 shares

    <0.01% of the 13F portfolio, value $61,531.

    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 1,223 shares
    Change vs previous 13F +400 shares

    <0.01% of the 13F portfolio, value $34,721.

    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 823 shares
    Change vs previous 13F +752 shares

    <0.01% of the 13F portfolio, value $24,197.

    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 71 shares
    Change vs previous 13F +59 shares

    <0.01% of the 13F portfolio, value $1,885.

    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 shares
    Change vs previous 13F -3,929 shares

    <0.01% of the 13F portfolio, value $329.

    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 3,941 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $108,102.

    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).