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Disclosery

Clearstead Advisors, LLC: MDY position timeline

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

Clearstead Advisors, LLC held 44,423 MDY 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 44,423 shares
    Change vs previous 13F +735 shares

    0.3% of the 13F portfolio, value $31,244,713.

    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 43,688 shares
    Change vs previous 13F -676 shares

    0.25% of the 13F portfolio, value $26,945,483.

    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 44,364 shares
    Change vs previous 13F -2,318 shares

    0.34% of the 13F portfolio, value $26,764,066.

    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 46,682 shares
    Change vs previous 13F -333 shares

    0.41% of the 13F portfolio, value $27,824,174.

    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 47,015 shares
    Change vs previous 13F -4,705 shares

    0.37% of the 13F portfolio, value $26,633,242.

    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 51,720 shares
    Change vs previous 13F +358 shares

    0.43% of the 13F portfolio, value $27,591,672.

    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 51,362 shares
    Change vs previous 13F -483 shares

    0.45% of the 13F portfolio, value $29,254,741.

    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 51,845 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $29,534,400.

    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).