Skip to content
Disclosery

Clearstead Advisors, LLC: PNC position timeline

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

Clearstead Advisors, LLC held 27,966 PNC 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 27,966 shares
    Change vs previous 13F +1,685 shares

    0.07% of the 13F portfolio, value $6,885,583.

    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 26,281 shares
    Change vs previous 13F -1,323 shares

    0.05% of the 13F portfolio, value $5,468,790.

    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 27,604 shares
    Change vs previous 13F -340 shares

    0.07% of the 13F portfolio, value $5,761,644.

    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 27,944 shares
    Change vs previous 13F +1,173 shares

    0.08% of the 13F portfolio, value $5,614,968.

    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 26,771 shares
    Change vs previous 13F +1,679 shares

    0.07% of the 13F portfolio, value $4,990,583.

    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 25,092 shares
    Change vs previous 13F +1,714 shares

    0.07% of the 13F portfolio, value $4,410,364.

    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 23,378 shares
    Change vs previous 13F -418 shares

    0.07% of the 13F portfolio, value $4,508,514.

    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 23,796 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,398,707.

    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).