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Disclosery

Clearstead Advisors, LLC: TFSL position timeline

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

Clearstead Advisors, LLC held 238,605 TFSL 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 238,605 shares
    Change vs previous 13F -3,435 shares

    0.04% of the 13F portfolio, value $4,228,085.

    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 242,040 shares
    Change vs previous 13F -5,181 shares

    0.03% of the 13F portfolio, value $3,400,665.

    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 247,221 shares
    Change vs previous 13F +27,625 shares

    0.04% of the 13F portfolio, value $3,307,817.

    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 219,596 shares
    Change vs previous 13F +384 shares

    0.04% of the 13F portfolio, value $2,893,173.

    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 219,212 shares
    Change vs previous 13F -18,751 shares

    0.04% of the 13F portfolio, value $2,838,801.

    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 237,963 shares
    Change vs previous 13F -5,628 shares

    0.05% of the 13F portfolio, value $2,948,368.

    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 243,591 shares
    Change vs previous 13F +1,045 shares

    0.05% of the 13F portfolio, value $3,059,507.

    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 242,546 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,119,144.

    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).