Skip to content
Disclosery

Clearstead Advisors, LLC: RKT position timeline

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

Clearstead Advisors, LLC held 84,890 RKT 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 84,890 shares
    Change vs previous 13F +4,797 shares

    0.01% of the 13F portfolio, value $1,337,018.

    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 80,093 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $1,141,326.

    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 80,080 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $1,550,349.

    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 80,084 shares
    Change vs previous 13F +24 shares

    0.02% of the 13F portfolio, value $1,552,028.

    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 80,060 shares
    Change vs previous 13F -190 shares

    0.02% of the 13F portfolio, value $1,135,251.

    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 80,250 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $968,618.

    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 80,250 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $903,615.

    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 80,250 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,539,998.

    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).