Skip to content
Disclosery

Clearstead Advisors, LLC: SHOP position timeline

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

Clearstead Advisors, LLC held 14,717 SHOP 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 14,717 shares
    Change vs previous 13F -3,777 shares

    0.02% of the 13F portfolio, value $1,680,388.

    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 18,494 shares
    Change vs previous 13F +10,582 shares

    0.02% of the 13F portfolio, value $2,193,759.

    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 7,912 shares
    Change vs previous 13F +621 shares

    0.02% of the 13F portfolio, value $1,273,595.

    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 7,291 shares
    Change vs previous 13F -74 shares

    0.02% of the 13F portfolio, value $1,083,516.

    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 7,365 shares
    Change vs previous 13F -1,588 shares

    0.01% of the 13F portfolio, value $849,554.

    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 8,953 shares
    Change vs previous 13F -6,158 shares

    0.01% of the 13F portfolio, value $854,833.

    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 15,111 shares
    Change vs previous 13F -400 shares

    0.02% of the 13F portfolio, value $1,606,753.

    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 15,511 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,243,052.

    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).