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Disclosery

Clearstead Trust, LLC: ACN position timeline

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

Clearstead Trust, LLC held 2,515 ACN 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 2,515 shares
    Change vs previous 13F -433 shares

    0.04% of the 13F portfolio, value $312,905.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 2,948 shares
    Change vs previous 13F -154 shares

    0.1% of the 13F portfolio, value $584,461.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 3,102 shares
    Change vs previous 13F -581 shares

    0.13% of the 13F portfolio, value $832,133.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 3,683 shares
    Change vs previous 13F -529 shares

    0.16% of the 13F portfolio, value $908,242.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 4,212 shares
    Change vs previous 13F +733 shares

    0.24% of the 13F portfolio, value $1,258,926.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 3,479 shares
    Change vs previous 13F +458 shares

    0.24% of the 13F portfolio, value $1,085,642.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 3,021 shares
    Change vs previous 13F +2,750 shares

    0.23% of the 13F portfolio, value $1,062,758.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 271 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $95,793.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).