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Clearstead Advisors, LLC: ITOT position timeline

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

Clearstead Advisors, LLC held 77,979 ITOT 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 77,979 shares
    Change vs previous 13F -2,627 shares

    0.12% of the 13F portfolio, value $12,809,580.

    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 80,606 shares
    Change vs previous 13F +1,191 shares

    0.1% of the 13F portfolio, value $11,480,784.

    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 79,415 shares
    Change vs previous 13F -6,724 shares

    0.15% of the 13F portfolio, value $11,808,178.

    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 86,139 shares
    Change vs previous 13F -1,358 shares

    0.18% of the 13F portfolio, value $12,546,093.

    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 87,497 shares
    Change vs previous 13F +2,806 shares

    0.17% of the 13F portfolio, value $11,815,531.

    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 84,691 shares
    Change vs previous 13F +1,740 shares

    0.16% of the 13F portfolio, value $10,333,104.

    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 82,951 shares
    Change vs previous 13F +49 shares

    0.16% of the 13F portfolio, value $10,669,108.

    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 82,902 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $10,414,111.

    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).