Skip to content
Disclosery

Clearstead Advisors, LLC: IBMQ position timeline

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

Clearstead Advisors, LLC held 1,011,284 IBMQ 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 1,011,284 shares
    Change vs previous 13F +25,353 shares

    0.24% of the 13F portfolio, value $25,868,632.

    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 985,931 shares
    Change vs previous 13F +23,925 shares

    0.23% of the 13F portfolio, value $25,170,815.

    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 962,006 shares
    Change vs previous 13F +48,978 shares

    0.31% of the 13F portfolio, value $24,603,294.

    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 913,028 shares
    Change vs previous 13F +21,309 shares

    0.34% of the 13F portfolio, value $23,410,026.

    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 891,719 shares
    Change vs previous 13F +29,261 shares

    0.32% of the 13F portfolio, value $22,658,576.

    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 862,458 shares
    Change vs previous 13F -15,807 shares

    0.34% of the 13F portfolio, value $21,811,557.

    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 878,265 shares
    Change vs previous 13F +59,894 shares

    0.34% of the 13F portfolio, value $22,114,710.

    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 818,371 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $20,974,844.

    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).