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Disclosery

Clearstead Advisors, LLC: IWB position timeline

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

Clearstead Advisors, LLC held 113,061 IWB 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 113,061 shares
    Change vs previous 13F -36,233 shares

    0.44% of the 13F portfolio, value $46,298,500.

    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 149,294 shares
    Change vs previous 13F +70,352 shares

    0.49% of the 13F portfolio, value $53,231,984.

    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 78,942 shares
    Change vs previous 13F +7,787 shares

    0.37% of the 13F portfolio, value $29,480,066.

    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 71,155 shares
    Change vs previous 13F -77 shares

    0.38% of the 13F portfolio, value $26,005,629.

    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 71,232 shares
    Change vs previous 13F +2,755 shares

    0.34% of the 13F portfolio, value $24,188,309.

    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 68,477 shares
    Change vs previous 13F +2,730 shares

    0.33% of the 13F portfolio, value $21,004,729.

    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 65,747 shares
    Change vs previous 13F +24 shares

    0.32% of the 13F portfolio, value $21,181,260.

    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 65,723 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $20,662,885.

    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).