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Disclosery

Clearstead Advisors, LLC: PFM position timeline

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

Clearstead Advisors, LLC held 216,816 PFM 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 216,816 shares
    Change vs previous 13F -12,024 shares

    0.11% of the 13F portfolio, value $12,023,384.

    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 228,840 shares
    Change vs previous 13F -186,112 shares

    0.11% of the 13F portfolio, value $11,691,884.

    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 414,952 shares
    Change vs previous 13F -2,102 shares

    0.27% of the 13F portfolio, value $21,371,974.

    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 417,054 shares
    Change vs previous 13F -9,212 shares

    0.31% of the 13F portfolio, value $21,162,355.

    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 426,266 shares
    Change vs previous 13F -4,861 shares

    0.29% of the 13F portfolio, value $20,533,254.

    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 431,127 shares
    Change vs previous 13F -8,504 shares

    0.31% of the 13F portfolio, value $19,737,006.

    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 439,631 shares
    Change vs previous 13F +4,791 shares

    0.31% of the 13F portfolio, value $20,161,486.

    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 434,840 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $20,241,814.

    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).