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Disclosery

Clearstead Advisors, LLC: SAMG position timeline

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

Clearstead Advisors, LLC held 23 SAMG 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 23 shares
    Change vs previous 13F -10,592 shares

    <0.01% of the 13F portfolio, value $233.

    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 10,615 shares
    Change vs previous 13F -13,376 shares

    <0.01% of the 13F portfolio, value $142,666.

    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 23,991 shares
    Change vs previous 13F +1,279 shares

    <0.01% of the 13F portfolio, value $364,424.

    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 22,712 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $357,714.

    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 22,712 shares
    Change vs previous 13F +9,576 shares

    0.01% of the 13F portfolio, value $360,213.

    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 13,136 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $214,905.

    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 13,136 shares
    Change vs previous 13F -9,041 shares

    <0.01% of the 13F portfolio, value $241,571.

    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 22,177 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $382,332.

    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).