Skip to content
Disclosery

Clearstead Advisors, LLC: TPR position timeline

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

Clearstead Advisors, LLC held 975 TPR 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 975 shares
    Change vs previous 13F -1,473 shares

    <0.01% of the 13F portfolio, value $142,721.

    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 2,448 shares
    Change vs previous 13F -498 shares

    <0.01% of the 13F portfolio, value $345,438.

    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 2,946 shares
    Change vs previous 13F -2,422 shares

    <0.01% of the 13F portfolio, value $376,411.

    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 5,368 shares
    Change vs previous 13F +3,080 shares

    0.01% of the 13F portfolio, value $607,765.

    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 2,288 shares
    Change vs previous 13F +1,248 shares

    <0.01% of the 13F portfolio, value $200,910.

    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 1,040 shares
    Change vs previous 13F +401 shares

    <0.01% of the 13F portfolio, value $73,227.

    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 639 shares
    Change vs previous 13F -1,400 shares

    <0.01% of the 13F portfolio, value $41,746.

    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 2,039 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $95,793.

    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).