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Disclosery

Clearstead Advisors, LLC: IBMO position timeline

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

Clearstead Advisors, LLC held 56,787 IBMO 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 56,787 shares
    Change vs previous 13F -1,528 shares

    0.01% of the 13F portfolio, value $1,456,024.

    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 58,315 shares
    Change vs previous 13F +197 shares

    0.01% of the 13F portfolio, value $1,494,613.

    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 58,118 shares
    Change vs previous 13F -419,461 shares

    0.02% of the 13F portfolio, value $1,489,971.

    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 477,579 shares
    Change vs previous 13F -404,595 shares

    0.18% of the 13F portfolio, value $12,254,676.

    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 882,174 shares
    Change vs previous 13F +26,753 shares

    0.32% of the 13F portfolio, value $22,603,951.

    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 855,421 shares
    Change vs previous 13F -7,884 shares

    0.34% of the 13F portfolio, value $21,864,549.

    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 863,305 shares
    Change vs previous 13F +64,817 shares

    0.33% of the 13F portfolio, value $21,979,740.

    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 798,488 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $20,485,215.

    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).