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Disclosery

Clearstead Advisors, LLC: IBDS position timeline

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

Clearstead Advisors, LLC held 70,553 IBDS 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 70,553 shares
    Change vs previous 13F -1,664 shares

    0.02% of the 13F portfolio, value $1,708,797.

    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 72,217 shares
    Change vs previous 13F -3,621 shares

    0.02% of the 13F portfolio, value $1,750,540.

    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 75,838 shares
    Change vs previous 13F -13,584 shares

    0.02% of the 13F portfolio, value $1,841,338.

    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 89,422 shares
    Change vs previous 13F -123 shares

    0.03% of the 13F portfolio, value $2,176,531.

    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 89,545 shares
    Change vs previous 13F -3,160 shares

    0.03% of the 13F portfolio, value $2,173,251.

    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 92,705 shares
    Change vs previous 13F -8,931 shares

    0.03% of the 13F portfolio, value $2,241,617.

    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 101,636 shares
    Change vs previous 13F +12,253 shares

    0.04% of the 13F portfolio, value $2,435,201.

    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 89,383 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,178,252.

    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).