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Disclosery

Clearstead Advisors, LLC: MLM position timeline

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

Clearstead Advisors, LLC held 1,727 MLM 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 1,727 shares
    Change vs previous 13F -2,591 shares

    0.01% of the 13F portfolio, value $995,961.

    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 4,318 shares
    Change vs previous 13F +232 shares

    0.02% of the 13F portfolio, value $2,541,921.

    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 4,086 shares
    Change vs previous 13F +182 shares

    0.03% of the 13F portfolio, value $2,544,189.

    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 3,904 shares
    Change vs previous 13F -3,776 shares

    0.04% of the 13F portfolio, value $2,460,614.

    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 7,680 shares
    Change vs previous 13F +1,251 shares

    0.06% of the 13F portfolio, value $4,216,013.

    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 6,429 shares
    Change vs previous 13F +1,976 shares

    0.05% of the 13F portfolio, value $3,073,899.

    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 4,453 shares
    Change vs previous 13F +108 shares

    0.04% of the 13F portfolio, value $2,299,975.

    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 4,345 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,338,697.

    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).