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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

  1. period ended2026-06-30
    13F 4,445 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 136 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,083 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,314 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,552 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,354 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).