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Disclosery

Clearstead Advisors, LLC: SPEM position timeline

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

Clearstead Advisors, LLC held 175,769 SPEM 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 175,769 shares
    Change vs previous 13F +2,195 shares

    0.09% of the 13F portfolio, value $9,101,341.

    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 173,574 shares
    Change vs previous 13F +13,114 shares

    0.07% of the 13F portfolio, value $8,142,375.

    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 160,460 shares
    Change vs previous 13F -748 shares

    0.09% of the 13F portfolio, value $7,511,151.

    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 161,208 shares
    Change vs previous 13F +16,805 shares

    0.11% of the 13F portfolio, value $7,546,151.

    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 144,403 shares
    Change vs previous 13F +2,009 shares

    0.09% of the 13F portfolio, value $6,171,788.

    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 142,394 shares
    Change vs previous 13F -537,668 shares

    0.09% of the 13F portfolio, value $5,606,042.

    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 680,062 shares
    Change vs previous 13F +10,564 shares

    0.4% of the 13F portfolio, value $26,093,965.

    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 669,498 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $27,636,871.

    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).