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Disclosery

Clearstead Advisors, LLC: IWM position timeline

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

Clearstead Advisors, LLC held 98,825 IWM 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 98,825 shares
    Change vs previous 13F -21,992 shares

    0.28% of the 13F portfolio, value $29,692,043.

    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 120,817 shares
    Change vs previous 13F +27,637 shares

    0.27% of the 13F portfolio, value $29,962,308.

    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 93,180 shares
    Change vs previous 13F -1,111 shares

    0.29% of the 13F portfolio, value $22,937,239.

    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 94,291 shares
    Change vs previous 13F -543 shares

    0.33% of the 13F portfolio, value $22,814,593.

    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 94,834 shares
    Change vs previous 13F -3,485 shares

    0.29% of the 13F portfolio, value $20,464,254.

    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 98,319 shares
    Change vs previous 13F -934 shares

    0.3% of the 13F portfolio, value $19,613,742.

    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 99,253 shares
    Change vs previous 13F -8,924 shares

    0.33% of the 13F portfolio, value $21,930,997.

    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 108,177 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $23,895,180.

    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).