Skip to content
Disclosery

Clearstead Advisors, LLC: KD position timeline

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

Clearstead Advisors, LLC held 1,862 KD 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 1,862 shares
    Change vs previous 13F +513 shares

    <0.01% of the 13F portfolio, value $21,060.

    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 1,349 shares
    Change vs previous 13F -799 shares

    <0.01% of the 13F portfolio, value $17,699.

    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 2,148 shares
    Change vs previous 13F -2,306 shares

    <0.01% of the 13F portfolio, value $57,051.

    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 4,454 shares
    Change vs previous 13F +1,159 shares

    <0.01% of the 13F portfolio, value $133,754.

    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 3,295 shares
    Change vs previous 13F +1,875 shares

    <0.01% of the 13F portfolio, value $138,259.

    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 1,420 shares
    Change vs previous 13F +176 shares

    <0.01% of the 13F portfolio, value $44,588.

    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 1,244 shares
    Change vs previous 13F -2,330 shares

    <0.01% of the 13F portfolio, value $43,043.

    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 3,574 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $82,131.

    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).