Skip to content
Disclosery

Clearstead Advisors, LLC: KEX position timeline

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

Clearstead Advisors, LLC held 10,216 KEX 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 10,216 shares
    Change vs previous 13F +196 shares

    0.01% of the 13F portfolio, value $1,389,070.

    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 10,020 shares
    Change vs previous 13F -185 shares

    0.01% of the 13F portfolio, value $1,331,458.

    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 10,205 shares
    Change vs previous 13F -368 shares

    0.01% of the 13F portfolio, value $1,124,387.

    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 10,573 shares
    Change vs previous 13F -795 shares

    0.01% of the 13F portfolio, value $882,317.

    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 11,368 shares
    Change vs previous 13F +10,435 shares

    0.02% of the 13F portfolio, value $1,289,245.

    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 933 shares
    Change vs previous 13F -455 shares

    <0.01% of the 13F portfolio, value $94,243.

    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 1,388 shares
    Change vs previous 13F -881 shares

    <0.01% of the 13F portfolio, value $146,851.

    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 2,269 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $277,794.

    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).