Clearstead Advisors, LLC: RMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on RMT, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 195,743 RMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 195,743 sharesChange vs previous 13F -7,430 shares
0.03% of the 13F portfolio, value $2,865,672.
13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 203,173 sharesChange vs previous 13F -5,384 shares
0.02% of the 13F portfolio, value $2,297,882.
13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 208,557 sharesChange vs previous 13F -6,275 shares
0.03% of the 13F portfolio, value $2,175,249.
13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 214,832 sharesChange vs previous 13F -8,745 shares
0.03% of the 13F portfolio, value $2,232,105.
13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 223,577 sharesChange vs previous 13F -29,564 shares
0.03% of the 13F portfolio, value $2,068,089.
13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 253,141 sharesChange vs previous 13F -1,493 shares
0.03% of the 13F portfolio, value $2,133,980.
13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 254,634 sharesChange vs previous 13F +33,839 shares
0.04% of the 13F portfolio, value $2,482,681.
13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 220,795 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,121,837.
13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).