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Disclosery

Clearstead Advisors, LLC: LH position timeline

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

Clearstead Advisors, LLC held 9,347 LH 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 9,347 shares
    Change vs previous 13F -32 shares

    0.02% of the 13F portfolio, value $2,617,160.

    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 9,379 shares
    Change vs previous 13F +64 shares

    0.02% of the 13F portfolio, value $2,502,510.

    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 9,315 shares
    Change vs previous 13F -361 shares

    0.03% of the 13F portfolio, value $2,337,040.

    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 9,676 shares
    Change vs previous 13F +249 shares

    0.04% of the 13F portfolio, value $2,777,804.

    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 9,427 shares
    Change vs previous 13F -644 shares

    0.03% of the 13F portfolio, value $2,474,683.

    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 10,071 shares
    Change vs previous 13F -48,194 shares

    0.04% of the 13F portfolio, value $2,343,927.

    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 58,265 shares
    Change vs previous 13F +1,874 shares

    0.2% of the 13F portfolio, value $13,361,423.

    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 56,391 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $12,602,165.

    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).