Clearstead Advisors, LLC: NWSA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on NWSA, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 4,445 NWSA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 4,445 sharesChange vs previous 13F +4,309 shares
<0.01% of the 13F portfolio, value $110,369.
13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 136 sharesChange vs previous 13F -947 shares
<0.01% of the 13F portfolio, value $3,391.
13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,083 sharesChange vs previous 13F -3,231 shares
<0.01% of the 13F portfolio, value $28,288.
13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,314 sharesChange vs previous 13F +762 shares
<0.01% of the 13F portfolio, value $132,483.
13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,552 sharesChange vs previous 13F +2,198 shares
<0.01% of the 13F portfolio, value $105,566.
13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,354 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $36,856.
13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).