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Disclosery

Clearstead Advisors, LLC: IWP position timeline

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

Clearstead Advisors, LLC held 50,405 IWP 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 50,405 shares
    Change vs previous 13F +1,061 shares

    0.07% of the 13F portfolio, value $7,379,770.

    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 49,344 shares
    Change vs previous 13F -1,504 shares

    0.06% of the 13F portfolio, value $6,322,010.

    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 50,848 shares
    Change vs previous 13F +15 shares

    0.09% of the 13F portfolio, value $6,963,117.

    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 50,833 shares
    Change vs previous 13F -2,423 shares

    0.11% of the 13F portfolio, value $7,239,120.

    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 53,256 shares
    Change vs previous 13F -831 shares

    0.1% of the 13F portfolio, value $7,385,609.

    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 54,087 shares
    Change vs previous 13F -231 shares

    0.1% of the 13F portfolio, value $6,354,659.

    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 54,318 shares
    Change vs previous 13F -152 shares

    0.1% of the 13F portfolio, value $6,884,837.

    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 54,470 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,388,740.

    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).