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Disclosery

Clearstead Advisors, LLC: PRIM position timeline

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

Clearstead Advisors, LLC held 187 PRIM 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 187 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $18,503.

    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 104 shares
    Change vs previous 13F -2,338 shares

    <0.01% of the 13F portfolio, value $14,823.

    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 2,442 shares
    Change vs previous 13F +1,469 shares

    <0.01% of the 13F portfolio, value $303,096.

    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 973 shares
    Change vs previous 13F -75 shares

    <0.01% of the 13F portfolio, value $133,554.

    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 1,048 shares
    Change vs previous 13F +790 shares

    <0.01% of the 13F portfolio, value $81,713.

    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 258 shares
    Change vs previous 13F -110 shares

    <0.01% of the 13F portfolio, value $14,827.

    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 368 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $28,128.

    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 419 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,340.

    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).