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Disclosery

Clearstead Advisors, LLC: IBDX position timeline

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

Clearstead Advisors, LLC held 20,477 IBDX 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 20,477 shares
    Change vs previous 13F -8,643 shares

    <0.01% of the 13F portfolio, value $515,816.

    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 29,120 shares
    Change vs previous 13F +1,068 shares

    0.01% of the 13F portfolio, value $735,862.

    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 28,052 shares
    Change vs previous 13F +17,834 shares

    0.01% of the 13F portfolio, value $716,168.

    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 10,218 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $261,786.

    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).