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Clearstead Advisors, LLC: NOW position timeline

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

Clearstead Advisors, LLC held 16,161 NOW 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 16,161 shares
    Change vs previous 13F -16,564 shares

    0.02% of the 13F portfolio, value $1,604,477.

    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 32,725 shares
    Change vs previous 13F -74,122 shares

    0.03% of the 13F portfolio, value $3,421,353.

    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 106,847 shares
    Change vs previous 13F +86,010 shares

    0.21% of the 13F portfolio, value $16,367,866.

    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 20,837 shares
    Change vs previous 13F +1,475 shares

    0.28% of the 13F portfolio, value $19,176,257.

    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 19,362 shares
    Change vs previous 13F +16,121 shares

    0.28% of the 13F portfolio, value $19,906,112.

    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 3,241 shares
    Change vs previous 13F +50 shares

    0.04% of the 13F portfolio, value $2,579,944.

    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 3,191 shares
    Change vs previous 13F +11 shares

    0.05% of the 13F portfolio, value $3,382,844.

    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 3,180 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,844,160.

    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).