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Clearstead Advisors, LLC: GENI position timeline

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

Clearstead Advisors, LLC held 24,028 GENI 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 24,028 shares
    Change vs previous 13F -2,467 shares

    <0.01% of the 13F portfolio, value $145,611.

    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 26,495 shares
    Change vs previous 13F +13,840 shares

    <0.01% of the 13F portfolio, value $117,373.

    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 12,655 shares
    Change vs previous 13F +12,638 shares

    <0.01% of the 13F portfolio, value $139,459.

    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 17 shares
    Change vs previous 13F -510 shares

    <0.01% of the 13F portfolio, value $211.

    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 527 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,481.

    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 527 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,276.

    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 527 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,559.

    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).