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Disclosery

Clearstead Advisors, LLC: IWN position timeline

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

Clearstead Advisors, LLC held 15,811 IWN 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 15,811 shares
    Change vs previous 13F +962 shares

    0.03% of the 13F portfolio, value $3,497,357.

    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 14,849 shares
    Change vs previous 13F -1,944 shares

    0.03% of the 13F portfolio, value $2,815,133.

    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 16,793 shares
    Change vs previous 13F +15 shares

    0.04% of the 13F portfolio, value $3,043,039.

    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 16,778 shares
    Change vs previous 13F -12 shares

    0.04% of the 13F portfolio, value $2,966,417.

    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 16,790 shares
    Change vs previous 13F +1,713 shares

    0.04% of the 13F portfolio, value $2,648,885.

    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 15,077 shares
    Change vs previous 13F +218 shares

    0.04% of the 13F portfolio, value $2,276,335.

    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 14,859 shares
    Change vs previous 13F -7,942 shares

    0.04% of the 13F portfolio, value $2,439,486.

    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 22,801 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,803,717.

    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).