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Disclosery

Clearstead Advisors, LLC: XLF position timeline

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

Clearstead Advisors, LLC held 105,290 XLF 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 105,290 shares
    Change vs previous 13F +8,319 shares

    0.05% of the 13F portfolio, value $5,644,620.

    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 96,971 shares
    Change vs previous 13F +13,258 shares

    0.04% of the 13F portfolio, value $4,787,451.

    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 83,713 shares
    Change vs previous 13F -5,917 shares

    0.06% of the 13F portfolio, value $4,584,916.

    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 89,630 shares
    Change vs previous 13F +789 shares

    0.07% of the 13F portfolio, value $4,828,386.

    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 88,841 shares
    Change vs previous 13F -738 shares

    0.07% of the 13F portfolio, value $4,652,639.

    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 89,579 shares
    Change vs previous 13F -947 shares

    0.07% of the 13F portfolio, value $4,461,958.

    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 90,526 shares
    Change vs previous 13F -329 shares

    0.07% of the 13F portfolio, value $4,375,106.

    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 90,855 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,117,536.

    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).