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Disclosery

Clearstead Advisors, LLC: PATH position timeline

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

Clearstead Advisors, LLC held 10,263 PATH 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 10,263 shares
    Change vs previous 13F +3,014 shares

    <0.01% of the 13F portfolio, value $111,559.

    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 7,249 shares
    Change vs previous 13F -3,396 shares

    <0.01% of the 13F portfolio, value $80,464.

    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 10,645 shares
    Change vs previous 13F +418 shares

    <0.01% of the 13F portfolio, value $174,472.

    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 10,227 shares
    Change vs previous 13F -3,107 shares

    <0.01% of the 13F portfolio, value $136,838.

    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 13,334 shares
    Change vs previous 13F +1,964 shares

    <0.01% of the 13F portfolio, value $170,676.

    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 11,370 shares
    Change vs previous 13F +6,116 shares

    <0.01% of the 13F portfolio, value $117,111.

    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 5,254 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $66,779.

    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 6,254 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $80,052.

    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).