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Disclosery

Clearstead Advisors, LLC: SGOV position timeline

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

Clearstead Advisors, LLC held 87,822 SGOV 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 87,822 shares
    Change vs previous 13F +513 shares

    0.08% of the 13F portfolio, value $8,841,086.

    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 87,309 shares
    Change vs previous 13F +4,074 shares

    0.08% of the 13F portfolio, value $8,788,486.

    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 83,235 shares
    Change vs previous 13F -2,956 shares

    0.11% of the 13F portfolio, value $8,355,121.

    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 86,191 shares
    Change vs previous 13F +1,677 shares

    0.13% of the 13F portfolio, value $8,679,482.

    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 84,514 shares
    Change vs previous 13F -17,200 shares

    0.12% of the 13F portfolio, value $8,509,735.

    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 101,714 shares
    Change vs previous 13F -8,403 shares

    0.16% of the 13F portfolio, value $10,239,563.

    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 110,117 shares
    Change vs previous 13F -2,906 shares

    0.17% of the 13F portfolio, value $11,046,962.

    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 113,023 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $11,383,653.

    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).