Clearstead Advisors, LLC: TM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on TM, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 2,155 TM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 2,155 sharesChange vs previous 13F +1,925 shares
<0.01% of the 13F portfolio, value $362,946.
13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 230 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $47,401.
13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 230 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $49,234.
13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 230 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $43,951.
13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 230 sharesChange vs previous 13F -11 shares
<0.01% of the 13F portfolio, value $39,620.
13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 241 sharesChange vs previous 13F +6 shares
<0.01% of the 13F portfolio, value $42,544.
13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 235 sharesChange vs previous 13F -143 shares
<0.01% of the 13F portfolio, value $45,734.
13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 378 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $67,500.
13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).