Clearstead Advisors, LLC: STX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on STX, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 6,627 STX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 6,627 sharesChange vs previous 13F -543 shares
0.06% of the 13F portfolio, value $6,395,482.
13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,170 sharesChange vs previous 13F -37,974 shares
0.03% of the 13F portfolio, value $2,808,709.
13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 45,144 sharesChange vs previous 13F -9,765 shares
0.16% of the 13F portfolio, value $12,432,224.
13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 54,909 sharesChange vs previous 13F -32,982 shares
0.19% of the 13F portfolio, value $12,961,723.
13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 87,891 sharesChange vs previous 13F +75,575 shares
0.18% of the 13F portfolio, value $12,685,297.
13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,316 sharesChange vs previous 13F +452 shares
0.02% of the 13F portfolio, value $1,046,259.
13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,864 sharesChange vs previous 13F +192 shares
0.02% of the 13F portfolio, value $1,024,011.
13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,672 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,278,440.
13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).