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Disclosery

Clearstead Advisors, LLC: IBDW position timeline

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

Clearstead Advisors, LLC held 185,948 IBDW 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 185,948 shares
    Change vs previous 13F -367 shares

    0.04% of the 13F portfolio, value $3,875,156.

    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 186,315 shares
    Change vs previous 13F +113 shares

    0.04% of the 13F portfolio, value $3,899,573.

    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 186,202 shares
    Change vs previous 13F +22,225 shares

    0.05% of the 13F portfolio, value $3,938,172.

    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 163,977 shares
    Change vs previous 13F +22,811 shares

    0.05% of the 13F portfolio, value $3,479,595.

    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 141,166 shares
    Change vs previous 13F +8,666 shares

    0.04% of the 13F portfolio, value $2,970,133.

    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 132,500 shares
    Change vs previous 13F +13,107 shares

    0.04% of the 13F portfolio, value $2,749,375.

    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 119,393 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,429,648.

    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).