Clearstead Advisors, LLC: TW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on TW, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 192 TW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 192 sharesChange vs previous 13F -1,627 shares
<0.01% of the 13F portfolio, value $19,135.
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 1,819 sharesChange vs previous 13F +1,752 shares
<0.01% of the 13F portfolio, value $214,024.
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 67 sharesChange vs previous 13F +65 shares
<0.01% of the 13F portfolio, value $7,206.
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 2 sharesChange vs previous 13F -120 shares
<0.01% of the 13F portfolio, value $222.
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 122 sharesChange vs previous 13F -133 shares
<0.01% of the 13F portfolio, value $17,867.
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 255 sharesChange vs previous 13F +103 shares
<0.01% of the 13F portfolio, value $37,862.
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 152 sharesChange vs previous 13F -535 shares
<0.01% of the 13F portfolio, value $19,902.
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 687 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $84,962.
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).