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Disclosery

Clearstead Advisors, LLC: KDP position timeline

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

Clearstead Advisors, LLC held 10,515 KDP 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 10,515 shares
    Change vs previous 13F -6,829 shares

    <0.01% of the 13F portfolio, value $344,154.

    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 17,344 shares
    Change vs previous 13F -10,383 shares

    <0.01% of the 13F portfolio, value $456,659.

    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 27,727 shares
    Change vs previous 13F +16,220 shares

    0.01% of the 13F portfolio, value $776,647.

    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 11,507 shares
    Change vs previous 13F -211 shares

    <0.01% of the 13F portfolio, value $293,550.

    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 11,718 shares
    Change vs previous 13F +1,832 shares

    0.01% of the 13F portfolio, value $387,399.

    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 9,886 shares
    Change vs previous 13F +54 shares

    0.01% of the 13F portfolio, value $338,295.

    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 9,832 shares
    Change vs previous 13F -414 shares

    <0.01% of the 13F portfolio, value $315,810.

    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 10,246 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $384,002.

    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).