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Clearstead Advisors, LLC: HD position timeline

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

Clearstead Advisors, LLC held 75,745 HD 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 75,745 shares
    Change vs previous 13F -7,009 shares

    0.25% of the 13F portfolio, value $26,713,918.

    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 82,754 shares
    Change vs previous 13F +10,110 shares

    0.25% of the 13F portfolio, value $27,217,104.

    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 72,644 shares
    Change vs previous 13F +2,630 shares

    0.32% of the 13F portfolio, value $24,996,892.

    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 70,014 shares
    Change vs previous 13F +581 shares

    0.41% of the 13F portfolio, value $28,369,220.

    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 69,433 shares
    Change vs previous 13F +1,253 shares

    0.36% of the 13F portfolio, value $25,456,772.

    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 68,180 shares
    Change vs previous 13F -2,431 shares

    0.39% of the 13F portfolio, value $24,987,361.

    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 70,611 shares
    Change vs previous 13F -633 shares

    0.42% of the 13F portfolio, value $27,466,962.

    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 71,244 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $28,868,400.

    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).