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Disclosery

Clearstead Advisors, LLC: IJJ position timeline

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

Clearstead Advisors, LLC held 13,248 IJJ 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 13,248 shares
    Change vs previous 13F -509 shares

    0.02% of the 13F portfolio, value $1,957,199.

    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 13,757 shares
    Change vs previous 13F +289 shares

    0.02% of the 13F portfolio, value $1,822,785.

    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 13,468 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $1,772,190.

    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 13,452 shares
    Change vs previous 13F +785 shares

    0.03% of the 13F portfolio, value $1,744,958.

    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 12,667 shares
    Change vs previous 13F -2,410 shares

    0.02% of the 13F portfolio, value $1,565,378.

    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 15,077 shares
    Change vs previous 13F +14 shares

    0.03% of the 13F portfolio, value $1,805,155.

    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 15,063 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $1,882,272.

    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 15,043 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,859,675.

    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).