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Clearstead Advisors, LLC: RSP position timeline

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

Clearstead Advisors, LLC held 416,058 RSP 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 416,058 shares
    Change vs previous 13F -244,406 shares

    0.84% of the 13F portfolio, value $88,524,752.

    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 660,464 shares
    Change vs previous 13F -20,851 shares

    1.16% of the 13F portfolio, value $126,756,276.

    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 681,315 shares
    Change vs previous 13F +75,308 shares

    1.65% of the 13F portfolio, value $130,512,741.

    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 606,007 shares
    Change vs previous 13F +12,745 shares

    1.67% of the 13F portfolio, value $114,959,600.

    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 593,262 shares
    Change vs previous 13F -8,332 shares

    1.51% of the 13F portfolio, value $107,819,455.

    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 601,594 shares
    Change vs previous 13F +242,389 shares

    1.62% of the 13F portfolio, value $104,214,167.

    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 359,205 shares
    Change vs previous 13F +244,508 shares

    0.96% of the 13F portfolio, value $62,943,438.

    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 114,697 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $20,549,171.

    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).