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Disclosery

Clearstead Advisors, LLC: RWR position timeline

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

Clearstead Advisors, LLC held 37,616 RWR 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 37,616 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $4,249,480.

    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 37,616 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $3,798,088.

    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 37,616 shares
    Change vs previous 13F -40,716 shares

    0.05% of the 13F portfolio, value $3,695,020.

    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 78,332 shares
    Change vs previous 13F -5,287 shares

    0.11% of the 13F portfolio, value $7,855,917.

    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 83,619 shares
    Change vs previous 13F +37,664 shares

    0.11% of the 13F portfolio, value $8,064,225.

    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 45,955 shares
    Change vs previous 13F +923 shares

    0.07% of the 13F portfolio, value $4,555,011.

    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 45,032 shares
    Change vs previous 13F -377 shares

    0.07% of the 13F portfolio, value $4,451,909.

    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 45,409 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,846,512.

    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).