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Disclosery

Clearstead Advisors, LLC: IWS position timeline

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

Clearstead Advisors, LLC held 81,640 IWS 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 81,640 shares
    Change vs previous 13F -1,147 shares

    0.13% of the 13F portfolio, value $13,438,012.

    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 82,787 shares
    Change vs previous 13F -1,591 shares

    0.11% of the 13F portfolio, value $12,065,395.

    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 84,378 shares
    Change vs previous 13F -454 shares

    0.15% of the 13F portfolio, value $11,901,510.

    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 84,832 shares
    Change vs previous 13F -883 shares

    0.17% of the 13F portfolio, value $11,848,503.

    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 85,715 shares
    Change vs previous 13F -224 shares

    0.16% of the 13F portfolio, value $11,326,429.

    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 85,939 shares
    Change vs previous 13F -807 shares

    0.17% of the 13F portfolio, value $10,825,717.

    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 86,746 shares
    Change vs previous 13F -10,308 shares

    0.17% of the 13F portfolio, value $11,219,835.

    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 97,054 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $12,835,392.

    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).