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Clearstead Advisors, LLC: IBMR position timeline

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

Clearstead Advisors, LLC held 1,006,875 IBMR 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 1,006,875 shares
    Change vs previous 13F +27,005 shares

    0.24% of the 13F portfolio, value $25,564,567.

    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 979,870 shares
    Change vs previous 13F +27,504 shares

    0.23% of the 13F portfolio, value $24,839,699.

    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 952,366 shares
    Change vs previous 13F +50,311 shares

    0.31% of the 13F portfolio, value $24,218,657.

    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 902,055 shares
    Change vs previous 13F +19,661 shares

    0.34% of the 13F portfolio, value $23,029,455.

    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 882,394 shares
    Change vs previous 13F +29,761 shares

    0.31% of the 13F portfolio, value $22,262,789.

    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 852,633 shares
    Change vs previous 13F -9,530 shares

    0.33% of the 13F portfolio, value $21,349,925.

    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 862,163 shares
    Change vs previous 13F +64,340 shares

    0.33% of the 13F portfolio, value $21,536,838.

    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 797,823 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $20,336,507.

    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).