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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

  1. period ended2026-06-30
    13F 6,627 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,170 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 45,144 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 54,909 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 87,891 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,316 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,864 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,672 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).