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Clearstead Advisors, LLC: GOVT position timeline

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

Clearstead Advisors, LLC held 98,015 GOVT 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 98,015 shares
    Change vs previous 13F -4,759 shares

    0.02% of the 13F portfolio, value $2,232,785.

    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 102,774 shares
    Change vs previous 13F -240 shares

    0.02% of the 13F portfolio, value $2,354,553.

    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 103,014 shares
    Change vs previous 13F +3,382 shares

    0.03% of the 13F portfolio, value $2,371,898.

    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 99,632 shares
    Change vs previous 13F +19,401 shares

    0.03% of the 13F portfolio, value $2,303,494.

    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 80,231 shares
    Change vs previous 13F -145,844 shares

    0.03% of the 13F portfolio, value $1,843,718.

    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 226,075 shares
    Change vs previous 13F -2,889,260 shares

    0.08% of the 13F portfolio, value $5,196,328.

    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 3,115,335 shares
    Change vs previous 13F +1,999 shares

    1.09% of the 13F portfolio, value $71,590,397.

    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 3,113,336 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $73,007,714.

    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).