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Clearstead Advisors, LLC: PULS position timeline

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

Clearstead Advisors, LLC held 41,401 PULS 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 41,401 shares
    Change vs previous 13F -15,338 shares

    0.02% of the 13F portfolio, value $2,051,410.

    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 56,739 shares
    Change vs previous 13F +12,418 shares

    0.03% of the 13F portfolio, value $2,808,565.

    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 44,321 shares
    Change vs previous 13F -7,147 shares

    0.03% of the 13F portfolio, value $2,197,863.

    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 51,468 shares
    Change vs previous 13F -1,837 shares

    0.04% of the 13F portfolio, value $2,564,656.

    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 53,305 shares
    Change vs previous 13F -16,791 shares

    0.04% of the 13F portfolio, value $2,652,465.

    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 70,096 shares
    Change vs previous 13F -3,458 shares

    0.05% of the 13F portfolio, value $3,485,883.

    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 73,554 shares
    Change vs previous 13F +2,316 shares

    0.06% of the 13F portfolio, value $3,644,618.

    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 71,238 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,546,220.

    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).