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Disclosery

Clearstead Advisors, LLC: WSFS position timeline

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

Clearstead Advisors, LLC held 1,933 WSFS 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 1,933 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $148,343.

    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 1,894 shares
    Change vs previous 13F +1,113 shares

    <0.01% of the 13F portfolio, value $123,982.

    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 781 shares
    Change vs previous 13F +489 shares

    <0.01% of the 13F portfolio, value $43,143.

    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 292 shares
    Change vs previous 13F -324 shares

    <0.01% of the 13F portfolio, value $15,748.

    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 616 shares
    Change vs previous 13F +267 shares

    <0.01% of the 13F portfolio, value $33,880.

    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 349 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $18,103.

    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 349 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $18,543.

    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 349 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,796.

    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).