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Disclosery

Clearstead Advisors, LLC: WM position timeline

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

Clearstead Advisors, LLC held 91,464 WM 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 91,464 shares
    Change vs previous 13F -3,697 shares

    0.19% of the 13F portfolio, value $20,385,629.

    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 95,161 shares
    Change vs previous 13F -2,137 shares

    0.2% of the 13F portfolio, value $21,866,957.

    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 97,298 shares
    Change vs previous 13F +2,062 shares

    0.27% of the 13F portfolio, value $21,377,196.

    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 95,236 shares
    Change vs previous 13F +2,266 shares

    0.31% of the 13F portfolio, value $21,031,072.

    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 92,970 shares
    Change vs previous 13F +3,339 shares

    0.3% of the 13F portfolio, value $21,273,423.

    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 89,631 shares
    Change vs previous 13F +838 shares

    0.32% of the 13F portfolio, value $20,750,507.

    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 88,793 shares
    Change vs previous 13F +1,868 shares

    0.27% of the 13F portfolio, value $17,917,521.

    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 86,925 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $18,045,781.

    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).