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Disclosery

Clearstead Advisors, LLC: MO position timeline

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

Clearstead Advisors, LLC held 215,438 MO 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 215,438 shares
    Change vs previous 13F -13,217 shares

    0.15% of the 13F portfolio, value $15,503,085.

    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 228,655 shares
    Change vs previous 13F +21,356 shares

    0.14% of the 13F portfolio, value $15,091,269.

    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 207,299 shares
    Change vs previous 13F -6,291 shares

    0.15% of the 13F portfolio, value $11,955,192.

    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 213,590 shares
    Change vs previous 13F +1,238 shares

    0.21% of the 13F portfolio, value $14,113,219.

    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 212,352 shares
    Change vs previous 13F +153,583 shares

    0.17% of the 13F portfolio, value $12,453,618.

    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 58,769 shares
    Change vs previous 13F +2,665 shares

    0.05% of the 13F portfolio, value $3,530,684.

    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 56,104 shares
    Change vs previous 13F -2,397 shares

    0.04% of the 13F portfolio, value $2,937,014.

    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 58,501 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,989,293.

    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).