Clearstead Advisors, LLC: ROAD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on ROAD, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 3 ROAD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 3 sharesChange vs previous 13F +3 shares
<0.01% of the 13F portfolio, value $357.
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 ended2025-09-3013F 0 sharesChange vs previous 13F -235 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 235 sharesChange vs previous 13F -130 shares
<0.01% of the 13F portfolio, value $24,976.
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 365 sharesChange vs previous 13F +154 shares
<0.01% of the 13F portfolio, value $26,233.
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 211 sharesChange vs previous 13F +160 shares
<0.01% of the 13F portfolio, value $18,666.
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 51 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $3,560.
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).