Clearstead Advisors, LLC: RPC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on RPC, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 92,698 RPC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 92,698 sharesChange vs previous 13F -48,070 shares
0.01% of the 13F portfolio, value $729,534.
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 140,768 sharesChange vs previous 13F -27,031 shares
0.01% of the 13F portfolio, value $1,021,976.
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 167,799 sharesChange vs previous 13F -74,110 shares
0.02% of the 13F portfolio, value $1,646,108.
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 241,909 sharesChange vs previous 13F +70,000 shares
0.04% of the 13F portfolio, value $2,631,970.
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 171,909 sharesChange vs previous 13F -1 shares
0.02% of the 13F portfolio, value $1,756,910.
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 171,910 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,019,942.
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).