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Clearstead Advisors, LLC: QUAL position timeline

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

Clearstead Advisors, LLC held 185,105 QUAL 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 185,105 shares
    Change vs previous 13F -12,524 shares

    0.38% of the 13F portfolio, value $40,617,701.

    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 197,629 shares
    Change vs previous 13F -187,280 shares

    0.35% of the 13F portfolio, value $37,907,241.

    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 384,909 shares
    Change vs previous 13F -4,082 shares

    0.96% of the 13F portfolio, value $76,450,714.

    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 388,991 shares
    Change vs previous 13F -113,951 shares

    1.1% of the 13F portfolio, value $75,658,752.

    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 502,942 shares
    Change vs previous 13F -2,785 shares

    1.29% of the 13F portfolio, value $91,947,869.

    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 505,727 shares
    Change vs previous 13F +9,755 shares

    1.34% of the 13F portfolio, value $86,423,760.

    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 495,972 shares
    Change vs previous 13F +21,612 shares

    1.34% of the 13F portfolio, value $88,322,587.

    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 474,360 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $85,052,897.

    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).