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Disclosery

Clearstead Advisors, LLC: GTO position timeline

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

Clearstead Advisors, LLC held 13,477 GTO 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 13,477 shares
    Change vs previous 13F -18,883 shares

    0.01% of the 13F portfolio, value $631,667.

    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 32,360 shares
    Change vs previous 13F +751 shares

    0.01% of the 13F portfolio, value $1,515,419.

    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 31,609 shares
    Change vs previous 13F +4,102 shares

    0.02% of the 13F portfolio, value $1,498,899.

    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 27,507 shares
    Change vs previous 13F -5,007 shares

    0.02% of the 13F portfolio, value $1,306,858.

    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 32,514 shares
    Change vs previous 13F +9,011 shares

    0.02% of the 13F portfolio, value $1,524,581.

    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 23,503 shares
    Change vs previous 13F +3,530 shares

    0.02% of the 13F portfolio, value $1,102,996.

    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 19,973 shares
    Change vs previous 13F +3,451 shares

    0.01% of the 13F portfolio, value $926,747.

    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 16,522 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $798,013.

    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).