Clearstead Advisors, LLC: IDCC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on IDCC, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 24 IDCC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 24 sharesChange vs previous 13F +18 shares
<0.01% of the 13F portfolio, value $6,796.
13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6 sharesChange vs previous 13F -192 shares
<0.01% of the 13F portfolio, value $1,812.
13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 198 sharesChange vs previous 13F +68 shares
<0.01% of the 13F portfolio, value $63,040.
13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 130 sharesChange vs previous 13F -38 shares
<0.01% of the 13F portfolio, value $44,880.
13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 168 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $37,671.
13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).