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Disclosery

Clearstead Advisors, LLC: UL position timeline

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

Clearstead Advisors, LLC held 12,509 UL 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 12,509 shares
    Change vs previous 13F +11,796 shares

    0.01% of the 13F portfolio, value $752,041.

    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 713 shares
    Change vs previous 13F +433 shares

    <0.01% of the 13F portfolio, value $40,620.

    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 280 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,312.

    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).