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Disclosery

Clearstead Advisors, LLC: SIRI position timeline

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

Clearstead Advisors, LLC held 39,238 SIRI 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 39,238 shares
    Change vs previous 13F -2,486 shares

    0.01% of the 13F portfolio, value $1,159,097.

    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 41,724 shares
    Change vs previous 13F +1,509 shares

    0.01% of the 13F portfolio, value $962,988.

    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 40,215 shares
    Change vs previous 13F -1,539 shares

    0.01% of the 13F portfolio, value $804,104.

    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 41,754 shares
    Change vs previous 13F +677 shares

    0.01% of the 13F portfolio, value $971,831.

    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 41,077 shares
    Change vs previous 13F +1,593 shares

    0.01% of the 13F portfolio, value $943,535.

    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 39,484 shares
    Change vs previous 13F +1,124 shares

    0.01% of the 13F portfolio, value $890,163.

    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 38,360 shares
    Change vs previous 13F -12,144 shares

    0.01% of the 13F portfolio, value $874,603.

    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 50,504 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,194,415.

    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).