Clearstead Advisors, LLC: ROL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on ROL, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 1,850 ROL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 1,850 sharesChange vs previous 13F +1,607 shares
<0.01% of the 13F portfolio, value $77,220.
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 243 sharesChange vs previous 13F -895 shares
<0.01% of the 13F portfolio, value $12,979.
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 1,138 sharesChange vs previous 13F +344 shares
<0.01% of the 13F portfolio, value $68,303.
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 794 sharesChange vs previous 13F -942 shares
<0.01% of the 13F portfolio, value $46,640.
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 1,736 sharesChange vs previous 13F -60 shares
<0.01% of the 13F portfolio, value $97,946.
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 1,796 sharesChange vs previous 13F -4,511 shares
<0.01% of the 13F portfolio, value $97,038.
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 6,307 sharesChange vs previous 13F -971 shares
<0.01% of the 13F portfolio, value $292,330.
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 7,278 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $368,133.
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).