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Disclosery

Clearstead Advisors, LLC: IWR position timeline

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

Clearstead Advisors, LLC held 762,482 IWR 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 762,482 shares
    Change vs previous 13F -6,248 shares

    0.79% of the 13F portfolio, value $84,117,014.

    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 768,730 shares
    Change vs previous 13F +3,719 shares

    0.68% of the 13F portfolio, value $74,743,653.

    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 765,011 shares
    Change vs previous 13F -3,372 shares

    0.93% of the 13F portfolio, value $73,647,663.

    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 768,383 shares
    Change vs previous 13F +3,273 shares

    1.08% of the 13F portfolio, value $74,187,411.

    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 765,110 shares
    Change vs previous 13F -12,079 shares

    0.99% of the 13F portfolio, value $70,367,200.

    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 777,189 shares
    Change vs previous 13F -7,957 shares

    1.03% of the 13F portfolio, value $66,115,460.

    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 785,146 shares
    Change vs previous 13F +3,896 shares

    1.06% of the 13F portfolio, value $69,406,926.

    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 781,250 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $68,859,401.

    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).