Skip to content
Disclosery

Clearstead Advisors, LLC: RBA position timeline

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

Clearstead Advisors, LLC held 957 RBA 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 957 shares
    Change vs previous 13F +609 shares

    <0.01% of the 13F portfolio, value $111,408.

    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 348 shares
    Change vs previous 13F -724 shares

    <0.01% of the 13F portfolio, value $33,365.

    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 1,072 shares
    Change vs previous 13F +243 shares

    <0.01% of the 13F portfolio, value $110,321.

    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 829 shares
    Change vs previous 13F -316 shares

    <0.01% of the 13F portfolio, value $89,809.

    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 1,145 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $121,566.

    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 1,116 shares
    Change vs previous 13F -2,423 shares

    <0.01% of the 13F portfolio, value $111,907.

    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 3,539 shares
    Change vs previous 13F -46 shares

    <0.01% of the 13F portfolio, value $319,277.

    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 3,585 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $288,532.

    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).