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Disclosery

Clearstead Advisors, LLC: WBD position timeline

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

Clearstead Advisors, LLC held 97,400 WBD 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 97,400 shares
    Change vs previous 13F -5,239 shares

    0.02% of the 13F portfolio, value $2,596,686.

    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 102,639 shares
    Change vs previous 13F +6,865 shares

    0.03% of the 13F portfolio, value $2,818,467.

    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 95,774 shares
    Change vs previous 13F +4,360 shares

    0.03% of the 13F portfolio, value $2,760,207.

    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 91,414 shares
    Change vs previous 13F +506 shares

    0.03% of the 13F portfolio, value $1,785,316.

    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 90,908 shares
    Change vs previous 13F +2,910 shares

    0.01% of the 13F portfolio, value $1,041,806.

    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 87,998 shares
    Change vs previous 13F +924 shares

    0.01% of the 13F portfolio, value $944,220.

    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 87,074 shares
    Change vs previous 13F -1,232 shares

    0.01% of the 13F portfolio, value $920,377.

    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 88,306 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $728,525.

    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).