Clearstead Advisors, LLC: IDXX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on IDXX, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 2,307 IDXX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 2,307 sharesChange vs previous 13F +164 shares
0.01% of the 13F portfolio, value $1,214,267.
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 2,143 sharesChange vs previous 13F -731 shares
0.01% of the 13F portfolio, value $1,203,857.
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 2,874 sharesChange vs previous 13F +556 shares
0.02% of the 13F portfolio, value $1,944,642.
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 2,318 sharesChange vs previous 13F +90 shares
0.02% of the 13F portfolio, value $1,480,947.
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 2,228 sharesChange vs previous 13F +341 shares
0.02% of the 13F portfolio, value $1,194,966.
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).
- period ended2025-03-3113F 1,887 sharesChange vs previous 13F +158 shares
0.01% of the 13F portfolio, value $792,447.
13F-HR 0000842775-25-000005 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 ended2024-12-3113F 1,729 sharesChange vs previous 13F +20 shares
0.01% of the 13F portfolio, value $714,909.
13F-HR 0000842775-25-000001 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 ended2024-09-3013F 1,709 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $863,421.
13F-HR 0001708001-24-000008 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).