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Disclosery

Clearstead Advisors, LLC: SPGP position timeline

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

Clearstead Advisors, LLC held 11,175 SPGP 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 11,175 shares
    Change vs previous 13F -1,954 shares

    0.01% of the 13F portfolio, value $1,366,591.

    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 13,129 shares
    Change vs previous 13F -1,965 shares

    0.01% of the 13F portfolio, value $1,412,943.

    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 15,094 shares
    Change vs previous 13F -64 shares

    0.02% of the 13F portfolio, value $1,718,603.

    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 15,158 shares
    Change vs previous 13F -24,560 shares

    0.03% of the 13F portfolio, value $1,722,252.

    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 39,718 shares
    Change vs previous 13F +3,596 shares

    0.06% of the 13F portfolio, value $4,277,629.

    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 36,122 shares
    Change vs previous 13F +13,010 shares

    0.06% of the 13F portfolio, value $3,607,865.

    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 23,112 shares
    Change vs previous 13F -4,476 shares

    0.04% of the 13F portfolio, value $2,423,987.

    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 27,588 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,887,636.

    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).