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Clearstead Advisors, LLC: IBIT position timeline

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

Clearstead Advisors, LLC held 106,173 IBIT 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 106,173 shares
    Change vs previous 13F -12,420 shares

    0.03% of the 13F portfolio, value $3,534,499.

    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 118,593 shares
    Change vs previous 13F +53,176 shares

    0.04% of the 13F portfolio, value $4,556,343.

    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 65,417 shares
    Change vs previous 13F +21,806 shares

    0.04% of the 13F portfolio, value $3,247,955.

    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 43,611 shares
    Change vs previous 13F +8,697 shares

    0.04% of the 13F portfolio, value $2,834,706.

    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 34,914 shares
    Change vs previous 13F +5,319 shares

    0.03% of the 13F portfolio, value $2,137,077.

    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 29,595 shares
    Change vs previous 13F +9,012 shares

    0.02% of the 13F portfolio, value $1,385,336.

    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 20,583 shares
    Change vs previous 13F +13,253 shares

    0.02% of the 13F portfolio, value $1,091,929.

    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 7,330 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $264,833.

    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).