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Clearstead Advisors, LLC: IBRX position timeline

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

Clearstead Advisors, LLC held 341,711 IBRX 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 341,711 shares
    Change vs previous 13F -3,989 shares

    0.03% of the 13F portfolio, value $2,991,680.

    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 345,700 shares
    Change vs previous 13F +34,000 shares

    0.02% of the 13F portfolio, value $2,651,519.

    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 311,700 shares
    Change vs previous 13F +38,704 shares

    0.01% of the 13F portfolio, value $617,166.

    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 272,996 shares
    Change vs previous 13F +25,501 shares

    0.01% of the 13F portfolio, value $671,571.

    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 247,495 shares
    Change vs previous 13F +11,295 shares

    0.01% of the 13F portfolio, value $653,387.

    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 236,200 shares
    Change vs previous 13F +20,000 shares

    0.01% of the 13F portfolio, value $710,962.

    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 216,200 shares
    Change vs previous 13F +10,200 shares

    0.01% of the 13F portfolio, value $553,472.

    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 206,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $766,320.

    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).