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Disclosery

Clearstead Advisors, LLC: SPG position timeline

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

Clearstead Advisors, LLC held 8,698 SPG 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 8,698 shares
    Change vs previous 13F +8,074 shares

    0.02% of the 13F portfolio, value $1,945,335.

    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 624 shares
    Change vs previous 13F -535 shares

    <0.01% of the 13F portfolio, value $116,426.

    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 1,159 shares
    Change vs previous 13F +334 shares

    <0.01% of the 13F portfolio, value $214,543.

    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 825 shares
    Change vs previous 13F +88 shares

    <0.01% of the 13F portfolio, value $154,828.

    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 737 shares
    Change vs previous 13F +605 shares

    <0.01% of the 13F portfolio, value $118,481.

    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 132 shares
    Change vs previous 13F -532 shares

    <0.01% of the 13F portfolio, value $21,944.

    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 664 shares
    Change vs previous 13F -629 shares

    <0.01% of the 13F portfolio, value $114,348.

    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 1,293 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $218,543.

    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).