Clearstead Advisors, LLC: WST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on WST, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 2,857 WST shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 2,857 sharesChange vs previous 13F +24 shares
0.01% of the 13F portfolio, value $1,025,663.
13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,833 sharesChange vs previous 13F -918 shares
0.01% of the 13F portfolio, value $710,063.
13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,751 sharesChange vs previous 13F +422 shares
0.01% of the 13F portfolio, value $1,032,050.
13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,329 sharesChange vs previous 13F +405 shares
0.01% of the 13F portfolio, value $873,297.
13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,924 sharesChange vs previous 13F +164 shares
0.01% of the 13F portfolio, value $639,772.
13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,760 sharesChange vs previous 13F +52 shares
0.01% of the 13F portfolio, value $617,909.
13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,708 sharesChange vs previous 13F -137 shares
0.01% of the 13F portfolio, value $887,032.
13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,845 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $853,955.
13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).