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Disclosery

Clearstead Advisors, LLC: JAAA position timeline

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

Clearstead Advisors, LLC held 162,708 JAAA 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 162,708 shares
    Change vs previous 13F -474,129 shares

    0.08% of the 13F portfolio, value $8,215,122.

    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 636,837 shares
    Change vs previous 13F +13,586 shares

    0.29% of the 13F portfolio, value $32,077,486.

    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 623,251 shares
    Change vs previous 13F +101,721 shares

    0.4% of the 13F portfolio, value $31,523,987.

    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 521,530 shares
    Change vs previous 13F +16,871 shares

    0.39% of the 13F portfolio, value $26,483,277.

    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 504,659 shares
    Change vs previous 13F -164,418 shares

    0.36% of the 13F portfolio, value $25,611,400.

    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 669,077 shares
    Change vs previous 13F +236,768 shares

    0.53% of the 13F portfolio, value $33,928,866.

    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 432,309 shares
    Change vs previous 13F +85,804 shares

    0.33% of the 13F portfolio, value $21,922,384.

    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 346,505 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $17,630,170.

    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).