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Clearstead Advisors, LLC: IGSB position timeline

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

Clearstead Advisors, LLC held 34,319 IGSB 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 34,319 shares
    Change vs previous 13F -5,577 shares

    0.02% of the 13F portfolio, value $1,798,639.

    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 39,896 shares
    Change vs previous 13F -12,241 shares

    0.02% of the 13F portfolio, value $2,096,918.

    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 52,137 shares
    Change vs previous 13F -961 shares

    0.03% of the 13F portfolio, value $2,756,988.

    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 53,098 shares
    Change vs previous 13F +17,091 shares

    0.04% of the 13F portfolio, value $2,815,767.

    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 36,007 shares
    Change vs previous 13F -1,021 shares

    0.03% of the 13F portfolio, value $1,899,714.

    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 37,028 shares
    Change vs previous 13F +10,217 shares

    0.03% of the 13F portfolio, value $1,939,166.

    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 26,811 shares
    Change vs previous 13F -723 shares

    0.02% of the 13F portfolio, value $1,386,105.

    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 27,534 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,449,959.

    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).