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Disclosery

Clearstead Advisors, LLC: ITM position timeline

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

Clearstead Advisors, LLC held 91,330 ITM 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 91,330 shares
    Change vs previous 13F +122 shares

    0.04% of the 13F portfolio, value $4,291,597.

    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 91,208 shares
    Change vs previous 13F +244 shares

    0.04% of the 13F portfolio, value $4,234,787.

    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 90,964 shares
    Change vs previous 13F +1,049 shares

    0.05% of the 13F portfolio, value $4,289,862.

    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 89,915 shares
    Change vs previous 13F +10,381 shares

    0.06% of the 13F portfolio, value $4,190,039.

    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 79,534 shares
    Change vs previous 13F -8,418 shares

    0.05% of the 13F portfolio, value $3,616,411.

    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 87,952 shares
    Change vs previous 13F +4,099 shares

    0.06% of the 13F portfolio, value $4,002,696.

    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 83,853 shares
    Change vs previous 13F -15,205 shares

    0.06% of the 13F portfolio, value $3,865,623.

    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 99,058 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,650,773.

    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).