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Clearstead Advisors, LLC: SPTM position timeline

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

Clearstead Advisors, LLC held 172,651 SPTM 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 172,651 shares
    Change vs previous 13F -436 shares

    0.15% of the 13F portfolio, value $15,675,000.

    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 173,087 shares
    Change vs previous 13F +157,771 shares

    0.13% of the 13F portfolio, value $13,684,287.

    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 15,316 shares
    Change vs previous 13F +10,001 shares

    0.02% of the 13F portfolio, value $1,263,609.

    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 5,315 shares
    Change vs previous 13F +421 shares

    0.01% of the 13F portfolio, value $428,639.

    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 4,894 shares
    Change vs previous 13F -9,035 shares

    0.01% of the 13F portfolio, value $366,516.

    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 13,929 shares
    Change vs previous 13F +12,384 shares

    0.01% of the 13F portfolio, value $947,309.

    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 1,545 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $110,378.

    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).