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Disclosery

Clearstead Advisors, LLC: SPY position timeline

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

Clearstead Advisors, LLC held 205,100 SPY 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 205,100 shares
    Change vs previous 13F -47,253 shares

    1.45% of the 13F portfolio, value $153,163,589.

    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 252,353 shares
    Change vs previous 13F +113,133 shares

    1.5% of the 13F portfolio, value $164,115,467.

    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 139,220 shares
    Change vs previous 13F +7,596 shares

    1.2% of the 13F portfolio, value $94,937,169.

    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 131,624 shares
    Change vs previous 13F -2,386 shares

    1.28% of the 13F portfolio, value $87,685,243.

    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 134,010 shares
    Change vs previous 13F +8,017 shares

    1.16% of the 13F portfolio, value $82,797,955.

    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 125,993 shares
    Change vs previous 13F +10,601 shares

    1.09% of the 13F portfolio, value $70,479,061.

    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 115,392 shares
    Change vs previous 13F +598 shares

    1.03% of the 13F portfolio, value $67,628,994.

    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 114,794 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $65,864,169.

    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).