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Disclosery

Clearstead Advisors, LLC: SYY position timeline

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

Clearstead Advisors, LLC held 28,636 SYY 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 28,636 shares
    Change vs previous 13F +1,243 shares

    0.02% of the 13F portfolio, value $2,393,411.

    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 27,393 shares
    Change vs previous 13F -47 shares

    0.02% of the 13F portfolio, value $1,953,886.

    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 27,440 shares
    Change vs previous 13F +1,968 shares

    0.03% of the 13F portfolio, value $2,022,040.

    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 25,472 shares
    Change vs previous 13F +207 shares

    0.03% of the 13F portfolio, value $2,097,350.

    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 25,265 shares
    Change vs previous 13F +788 shares

    0.03% of the 13F portfolio, value $1,913,558.

    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 24,477 shares
    Change vs previous 13F -2,760 shares

    0.03% of the 13F portfolio, value $1,836,740.

    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 27,237 shares
    Change vs previous 13F +999 shares

    0.03% of the 13F portfolio, value $2,082,534.

    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 26,238 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,048,101.

    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).