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Disclosery

Clearstead Advisors, LLC: HYLB position timeline

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

Clearstead Advisors, LLC held 634,304 HYLB 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 634,304 shares
    Change vs previous 13F +631,721 shares

    0.22% of the 13F portfolio, value $23,164,783.

    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 2,583 shares
    Change vs previous 13F -447,698 shares

    <0.01% of the 13F portfolio, value $93,405.

    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 450,281 shares
    Change vs previous 13F +1,413 shares

    0.21% of the 13F portfolio, value $16,583,842.

    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 448,868 shares
    Change vs previous 13F -4,940 shares

    0.24% of the 13F portfolio, value $16,657,498.

    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 453,808 shares
    Change vs previous 13F -79,085 shares

    0.24% of the 13F portfolio, value $16,754,592.

    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 532,893 shares
    Change vs previous 13F +12,218 shares

    0.3% of the 13F portfolio, value $19,264,082.

    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 520,675 shares
    Change vs previous 13F +70 shares

    0.29% of the 13F portfolio, value $18,785,955.

    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 520,605 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $19,220,743.

    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).