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Clearstead Advisors, LLC: MINT position timeline

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

Clearstead Advisors, LLC held 165,539 MINT 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 165,539 shares
    Change vs previous 13F -121,329 shares

    0.16% of the 13F portfolio, value $16,688,035.

    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 286,868 shares
    Change vs previous 13F +275,700 shares

    0.26% of the 13F portfolio, value $28,850,296.

    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 11,168 shares
    Change vs previous 13F -1,014 shares

    0.01% of the 13F portfolio, value $1,120,593.

    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 12,182 shares
    Change vs previous 13F -987 shares

    0.02% of the 13F portfolio, value $1,226,586.

    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 13,169 shares
    Change vs previous 13F -8,819 shares

    0.02% of the 13F portfolio, value $1,323,914.

    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 21,988 shares
    Change vs previous 13F -226,012 shares

    0.03% of the 13F portfolio, value $2,212,463.

    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 248,000 shares
    Change vs previous 13F +39,514 shares

    0.38% of the 13F portfolio, value $24,884,376.

    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 208,486 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $20,992,432.

    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).