Clearstead Advisors, LLC: M position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on M, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 464 M shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 464 sharesChange vs previous 13F +339 shares
<0.01% of the 13F portfolio, value $10,927.
13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 125 sharesChange vs previous 13F -818 shares
<0.01% of the 13F portfolio, value $2,262.
13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 943 sharesChange vs previous 13F +635 shares
<0.01% of the 13F portfolio, value $20,794.
13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 308 sharesChange vs previous 13F -23 shares
<0.01% of the 13F portfolio, value $5,523.
13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 331 sharesChange vs previous 13F -47 shares
<0.01% of the 13F portfolio, value $3,860.
13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 378 sharesChange vs previous 13F +316 shares
<0.01% of the 13F portfolio, value $4,748.
13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 62 sharesChange vs previous 13F +12 shares
<0.01% of the 13F portfolio, value $1,045.
13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 50 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $785.
13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).