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Disclosery

Clearstead Advisors, LLC: SPGM position timeline

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

Clearstead Advisors, LLC held 95,544 SPGM 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 95,544 shares
    Change vs previous 13F +26,439 shares

    0.08% of the 13F portfolio, value $8,185,239.

    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 69,105 shares
    Change vs previous 13F +29,967 shares

    0.05% of the 13F portfolio, value $5,231,934.

    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 39,138 shares
    Change vs previous 13F +8,039 shares

    0.04% of the 13F portfolio, value $3,002,270.

    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 31,099 shares
    Change vs previous 13F +5,601 shares

    0.03% of the 13F portfolio, value $2,329,311.

    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 25,498 shares
    Change vs previous 13F -19,571 shares

    0.02% of the 13F portfolio, value $1,759,358.

    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 45,069 shares
    Change vs previous 13F +1,639 shares

    0.04% of the 13F portfolio, value $2,813,202.

    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 43,430 shares
    Change vs previous 13F -9 shares

    0.04% of the 13F portfolio, value $2,750,417.

    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 43,439 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,813,533.

    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).