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Disclosery

Clearstead Advisors, LLC: NACP position timeline

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

Clearstead Advisors, LLC held 93,354 NACP 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 93,354 shares
    Change vs previous 13F -12,180 shares

    0.05% of the 13F portfolio, value $5,676,172.

    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 105,534 shares
    Change vs previous 13F -5 shares

    0.05% of the 13F portfolio, value $5,103,564.

    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 105,539 shares
    Change vs previous 13F -13,692 shares

    0.07% of the 13F portfolio, value $5,199,893.

    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 119,231 shares
    Change vs previous 13F +233 shares

    0.08% of the 13F portfolio, value $5,685,457.

    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 118,998 shares
    Change vs previous 13F +635 shares

    0.07% of the 13F portfolio, value $5,202,960.

    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 118,363 shares
    Change vs previous 13F -15,898 shares

    0.07% of the 13F portfolio, value $4,715,595.

    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 134,261 shares
    Change vs previous 13F +84,939 shares

    0.08% of the 13F portfolio, value $5,488,332.

    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 49,322 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,039,789.

    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).