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Disclosery

Clearstead Advisors, LLC: TROW position timeline

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

Clearstead Advisors, LLC held 12,664 TROW 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 12,664 shares
    Change vs previous 13F -549 shares

    0.01% of the 13F portfolio, value $1,439,819.

    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 13,213 shares
    Change vs previous 13F +2,150 shares

    0.01% of the 13F portfolio, value $1,191,021.

    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 11,063 shares
    Change vs previous 13F +186 shares

    0.01% of the 13F portfolio, value $1,132,630.

    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 10,877 shares
    Change vs previous 13F -315 shares

    0.02% of the 13F portfolio, value $1,116,416.

    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 11,192 shares
    Change vs previous 13F +1,108 shares

    0.02% of the 13F portfolio, value $1,080,028.

    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 10,084 shares
    Change vs previous 13F -3,641 shares

    0.01% of the 13F portfolio, value $926,460.

    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 13,725 shares
    Change vs previous 13F +3,711 shares

    0.02% of the 13F portfolio, value $1,552,213.

    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 10,014 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,090,818.

    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).