Skip to content
Disclosery

Clearstead Trust, LLC: ADP position timeline

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

Clearstead Trust, LLC held 14,838 ADP 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 14,838 shares
    Change vs previous 13F -981 shares

    0.43% of the 13F portfolio, value $3,323,067.

    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 15,819 shares
    Change vs previous 13F -424 shares

    0.52% of the 13F portfolio, value $3,214,011.

    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 16,243 shares
    Change vs previous 13F +2,403 shares

    0.66% of the 13F portfolio, value $4,178,179.

    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 13,840 shares
    Change vs previous 13F +17 shares

    0.69% of the 13F portfolio, value $4,061,953.

    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 13,823 shares
    Change vs previous 13F -636 shares

    0.81% of the 13F portfolio, value $4,263,086.

    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 14,459 shares
    Change vs previous 13F -161 shares

    0.98% of the 13F portfolio, value $4,417,521.

    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 14,620 shares
    Change vs previous 13F -9,329 shares

    0.92% of the 13F portfolio, value $4,279,628.

    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 23,949 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $6,627,323.

    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).