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Disclosery

Clearstead Advisors, LLC: IUSB position timeline

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

Clearstead Advisors, LLC held 32,545 IUSB 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 32,545 shares
    Change vs previous 13F -1,236 shares

    0.01% of the 13F portfolio, value $1,501,966.

    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 33,781 shares
    Change vs previous 13F -3,063 shares

    0.01% of the 13F portfolio, value $1,560,315.

    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 36,844 shares
    Change vs previous 13F +1,059 shares

    0.02% of the 13F portfolio, value $1,714,709.

    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 35,785 shares
    Change vs previous 13F -691 shares

    0.02% of the 13F portfolio, value $1,671,518.

    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 36,476 shares
    Change vs previous 13F +4,814 shares

    0.02% of the 13F portfolio, value $1,686,264.

    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 31,662 shares
    Change vs previous 13F +4,986 shares

    0.02% of the 13F portfolio, value $1,458,970.

    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 26,676 shares
    Change vs previous 13F -562 shares

    0.02% of the 13F portfolio, value $1,205,765.

    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 27,238 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,283,441.

    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).