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Clearstead Advisors, LLC: UJAN position timeline

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

Clearstead Advisors, LLC held 79,931 UJAN 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 79,931 shares
    Change vs previous 13F +130 shares

    0.03% of the 13F portfolio, value $3,623,448.

    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 79,801 shares
    Change vs previous 13F -3,980 shares

    0.03% of the 13F portfolio, value $3,392,341.

    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 83,781 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $3,624,366.

    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 83,781 shares
    Change vs previous 13F -35,416 shares

    0.05% of the 13F portfolio, value $3,529,342.

    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 119,197 shares
    Change vs previous 13F +38,910 shares

    0.07% of the 13F portfolio, value $4,714,525.

    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 80,287 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,062,275.

    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).