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Clearstead Advisors, LLC: T position timeline

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

Clearstead Advisors, LLC held 458,137 T 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 458,137 shares
    Change vs previous 13F +13,655 shares

    0.09% of the 13F portfolio, value $9,483,452.

    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 444,482 shares
    Change vs previous 13F +39,823 shares

    0.12% of the 13F portfolio, value $12,885,536.

    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 404,659 shares
    Change vs previous 13F +9,836 shares

    0.13% of the 13F portfolio, value $10,051,728.

    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 394,823 shares
    Change vs previous 13F -32,912 shares

    0.16% of the 13F portfolio, value $11,149,798.

    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 427,735 shares
    Change vs previous 13F +238,863 shares

    0.17% of the 13F portfolio, value $12,378,641.

    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 188,872 shares
    Change vs previous 13F -134 shares

    0.08% of the 13F portfolio, value $5,341,311.

    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 189,006 shares
    Change vs previous 13F -4,641 shares

    0.07% of the 13F portfolio, value $4,303,669.

    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 193,647 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,260,229.

    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).