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Disclosery

Clearstead Advisors, LLC: IWO position timeline

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

Clearstead Advisors, LLC held 8,954 IWO 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 8,954 shares
    Change vs previous 13F -645 shares

    0.03% of the 13F portfolio, value $3,527,366.

    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 9,599 shares
    Change vs previous 13F -400 shares

    0.03% of the 13F portfolio, value $3,012,158.

    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 9,999 shares
    Change vs previous 13F +50 shares

    0.04% of the 13F portfolio, value $3,229,914.

    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 9,949 shares
    Change vs previous 13F +126 shares

    0.05% of the 13F portfolio, value $3,183,958.

    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 9,823 shares
    Change vs previous 13F +787 shares

    0.04% of the 13F portfolio, value $2,807,918.

    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 9,036 shares
    Change vs previous 13F +909 shares

    0.04% of the 13F portfolio, value $2,308,911.

    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 8,127 shares
    Change vs previous 13F +232 shares

    0.04% of the 13F portfolio, value $2,339,003.

    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 7,895 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,242,099.

    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).