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Disclosery

Clearstead Advisors, LLC: SPDW position timeline

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

Clearstead Advisors, LLC held 3,006,007 SPDW 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 3,006,007 shares
    Change vs previous 13F -94,365 shares

    1.43% of the 13F portfolio, value $151,472,705.

    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 3,100,372 shares
    Change vs previous 13F +58,391 shares

    1.29% of the 13F portfolio, value $141,531,978.

    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 3,041,981 shares
    Change vs previous 13F +91,331 shares

    1.7% of the 13F portfolio, value $135,094,359.

    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 2,950,650 shares
    Change vs previous 13F +149,558 shares

    1.84% of the 13F portfolio, value $126,258,316.

    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 2,801,092 shares
    Change vs previous 13F +110,568 shares

    1.59% of the 13F portfolio, value $113,416,214.

    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 2,690,524 shares
    Change vs previous 13F +76,703 shares

    1.52% of the 13F portfolio, value $97,961,987.

    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 2,613,821 shares
    Change vs previous 13F +33,253 shares

    1.36% of the 13F portfolio, value $89,209,718.

    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 2,580,568 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $96,926,139.

    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).