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Clearstead Advisors, LLC: QYLD position timeline

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

Clearstead Advisors, LLC held 62,544 QYLD 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 62,544 shares
    Change vs previous 13F -23,424 shares

    0.01% of the 13F portfolio, value $1,152,678.

    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 85,968 shares
    Change vs previous 13F +1,794 shares

    0.01% of the 13F portfolio, value $1,474,346.

    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 84,174 shares
    Change vs previous 13F +18,927 shares

    0.02% of the 13F portfolio, value $1,487,356.

    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 65,247 shares
    Change vs previous 13F +1,174 shares

    0.02% of the 13F portfolio, value $1,109,857.

    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 64,073 shares
    Change vs previous 13F +23,903 shares

    0.02% of the 13F portfolio, value $1,071,308.

    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 40,170 shares
    Change vs previous 13F +14,782 shares

    0.01% of the 13F portfolio, value $668,028.

    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 25,388 shares
    Change vs previous 13F +10,782 shares

    0.01% of the 13F portfolio, value $462,570.

    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 14,606 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $263,492.

    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).