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Disclosery

Clearstead Advisors, LLC: IWF position timeline

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

Clearstead Advisors, LLC held 1,958,655 IWF 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 1,958,655 shares
    Change vs previous 13F +1,419,763 shares

    2.3% of the 13F portfolio, value $243,206,159.

    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 538,892 shares
    Change vs previous 13F -8,882 shares

    2.1% of the 13F portfolio, value $229,783,688.

    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 547,774 shares
    Change vs previous 13F -5,192 shares

    3.27% of the 13F portfolio, value $259,261,740.

    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 552,966 shares
    Change vs previous 13F -5,450 shares

    3.77% of the 13F portfolio, value $259,014,553.

    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 558,416 shares
    Change vs previous 13F -10,110 shares

    3.33% of the 13F portfolio, value $237,092,355.

    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 568,526 shares
    Change vs previous 13F -11,031 shares

    3.19% of the 13F portfolio, value $205,289,043.

    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 579,557 shares
    Change vs previous 13F -61,426 shares

    3.54% of the 13F portfolio, value $232,738,506.

    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 640,983 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $240,612,393.

    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).