Skip to content
Disclosery

Clearstead Advisors, LLC: IBDT position timeline

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

Clearstead Advisors, LLC held 53,227 IBDT 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 53,227 shares
    Change vs previous 13F +1,033 shares

    0.01% of the 13F portfolio, value $1,343,987.

    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 52,194 shares
    Change vs previous 13F +1,843 shares

    0.01% of the 13F portfolio, value $1,322,079.

    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 50,351 shares
    Change vs previous 13F -118 shares

    0.02% of the 13F portfolio, value $1,281,685.

    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 50,469 shares
    Change vs previous 13F +2,051 shares

    0.02% of the 13F portfolio, value $1,287,982.

    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 48,418 shares
    Change vs previous 13F +2,321 shares

    0.02% of the 13F portfolio, value $1,230,786.

    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 46,097 shares
    Change vs previous 13F +604 shares

    0.02% of the 13F portfolio, value $1,164,410.

    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 45,493 shares
    Change vs previous 13F +35,208 shares

    0.02% of the 13F portfolio, value $1,132,776.

    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 10,285 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $262,576.

    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).