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Clearstead Advisors, LLC: SBUX position timeline

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

Clearstead Advisors, LLC held 65,393 SBUX 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 65,393 shares
    Change vs previous 13F -732,855 shares

    0.06% of the 13F portfolio, value $6,682,612.

    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 798,248 shares
    Change vs previous 13F +770,530 shares

    0.65% of the 13F portfolio, value $71,515,008.

    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 27,718 shares
    Change vs previous 13F +1,134 shares

    0.03% of the 13F portfolio, value $2,334,132.

    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 26,584 shares
    Change vs previous 13F +2,536 shares

    0.03% of the 13F portfolio, value $2,248,955.

    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 24,048 shares
    Change vs previous 13F -773 shares

    0.03% of the 13F portfolio, value $2,203,468.

    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 24,821 shares
    Change vs previous 13F -6,171 shares

    0.04% of the 13F portfolio, value $2,434,690.

    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 30,992 shares
    Change vs previous 13F -1,838 shares

    0.04% of the 13F portfolio, value $2,827,983.

    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 32,830 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,200,578.

    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).