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Disclosery

Clearstead Advisors, LLC: ICE position timeline

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

Clearstead Advisors, LLC held 32,388 ICE 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 32,388 shares
    Change vs previous 13F -92,795 shares

    0.04% of the 13F portfolio, value $3,987,270.

    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 125,183 shares
    Change vs previous 13F -2,120 shares

    0.18% of the 13F portfolio, value $19,688,843.

    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 127,303 shares
    Change vs previous 13F +4,075 shares

    0.26% of the 13F portfolio, value $20,618,003.

    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 123,228 shares
    Change vs previous 13F +1,535 shares

    0.3% of the 13F portfolio, value $20,761,536.

    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 121,693 shares
    Change vs previous 13F +3,816 shares

    0.31% of the 13F portfolio, value $22,326,994.

    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 117,877 shares
    Change vs previous 13F -397 shares

    0.32% of the 13F portfolio, value $20,333,769.

    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 118,274 shares
    Change vs previous 13F +557 shares

    0.27% of the 13F portfolio, value $17,623,994.

    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 117,717 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $18,910,127.

    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).