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Disclosery

Clearstead Advisors, LLC: TFC position timeline

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

Clearstead Advisors, LLC held 148,625 TFC 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 148,625 shares
    Change vs previous 13F +11,521 shares

    0.07% of the 13F portfolio, value $7,404,487.

    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 137,104 shares
    Change vs previous 13F +7,207 shares

    0.06% of the 13F portfolio, value $6,302,669.

    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 129,897 shares
    Change vs previous 13F +31,551 shares

    0.08% of the 13F portfolio, value $6,392,204.

    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 98,346 shares
    Change vs previous 13F +2,277 shares

    0.07% of the 13F portfolio, value $4,496,368.

    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 96,069 shares
    Change vs previous 13F +5,978 shares

    0.06% of the 13F portfolio, value $4,129,982.

    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 90,091 shares
    Change vs previous 13F -808 shares

    0.06% of the 13F portfolio, value $3,707,259.

    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 90,899 shares
    Change vs previous 13F -742 shares

    0.06% of the 13F portfolio, value $3,943,185.

    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 91,641 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,919,451.

    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).