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Clearstead Advisors, LLC: MUB position timeline

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

Clearstead Advisors, LLC held 125,216 MUB 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 125,216 shares
    Change vs previous 13F +3,175 shares

    0.13% of the 13F portfolio, value $13,475,724.

    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 122,041 shares
    Change vs previous 13F +672 shares

    0.12% of the 13F portfolio, value $12,954,676.

    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 121,369 shares
    Change vs previous 13F +828 shares

    0.16% of the 13F portfolio, value $12,999,852.

    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 120,541 shares
    Change vs previous 13F -2,304 shares

    0.19% of the 13F portfolio, value $12,836,390.

    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 122,845 shares
    Change vs previous 13F -3,655 shares

    0.18% of the 13F portfolio, value $12,834,846.

    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 126,500 shares
    Change vs previous 13F -3,195 shares

    0.21% of the 13F portfolio, value $13,338,211.

    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 129,695 shares
    Change vs previous 13F +6,427 shares

    0.21% of the 13F portfolio, value $13,818,973.

    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 123,268 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $13,390,604.

    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).