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Disclosery

Clearstead Advisors, LLC: PENN position timeline

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

Clearstead Advisors, LLC held 6,682 PENN 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 6,682 shares
    Change vs previous 13F +777 shares

    <0.01% of the 13F portfolio, value $142,729.

    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 5,905 shares
    Change vs previous 13F -4,583 shares

    <0.01% of the 13F portfolio, value $88,753.

    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 10,488 shares
    Change vs previous 13F -6,473 shares

    <0.01% of the 13F portfolio, value $154,698.

    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 16,961 shares
    Change vs previous 13F +172 shares

    <0.01% of the 13F portfolio, value $326,670.

    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 16,789 shares
    Change vs previous 13F +4,050 shares

    <0.01% of the 13F portfolio, value $300,019.

    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 12,739 shares
    Change vs previous 13F -1,447 shares

    <0.01% of the 13F portfolio, value $207,774.

    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 14,186 shares
    Change vs previous 13F +562 shares

    <0.01% of the 13F portfolio, value $281,167.

    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 13,624 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $256,949.

    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).