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Clearstead Advisors, LLC: GS position timeline

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

Clearstead Advisors, LLC held 14,940 GS 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 14,940 shares
    Change vs previous 13F +840 shares

    0.14% of the 13F portfolio, value $15,110,104.

    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 14,100 shares
    Change vs previous 13F -739 shares

    0.11% of the 13F portfolio, value $11,928,265.

    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 14,839 shares
    Change vs previous 13F +464 shares

    0.16% of the 13F portfolio, value $13,043,033.

    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 14,375 shares
    Change vs previous 13F -247 shares

    0.17% of the 13F portfolio, value $11,447,550.

    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 14,622 shares
    Change vs previous 13F +570 shares

    0.15% of the 13F portfolio, value $10,349,308.

    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 14,052 shares
    Change vs previous 13F +45 shares

    0.12% of the 13F portfolio, value $7,676,809.

    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 14,007 shares
    Change vs previous 13F +731 shares

    0.12% of the 13F portfolio, value $8,020,930.

    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 13,276 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,573,020.

    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).