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Clearstead Advisors, LLC: MA position timeline

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

Clearstead Advisors, LLC held 57,433 MA 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 57,433 shares
    Change vs previous 13F -10,109 shares

    0.28% of the 13F portfolio, value $29,497,664.

    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 67,542 shares
    Change vs previous 13F +6,597 shares

    0.31% of the 13F portfolio, value $33,747,787.

    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 60,945 shares
    Change vs previous 13F +1,171 shares

    0.44% of the 13F portfolio, value $34,792,048.

    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 59,774 shares
    Change vs previous 13F -2,587 shares

    0.5% of the 13F portfolio, value $34,000,112.

    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 62,361 shares
    Change vs previous 13F +1,092 shares

    0.49% of the 13F portfolio, value $35,043,145.

    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 61,269 shares
    Change vs previous 13F +3,272 shares

    0.52% of the 13F portfolio, value $33,582,900.

    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 57,997 shares
    Change vs previous 13F +52 shares

    0.46% of the 13F portfolio, value $30,539,481.

    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 57,945 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $28,612,854.

    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).