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Disclosery

Clearstead Trust, LLC: BIP position timeline

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

Clearstead Trust, LLC held 23,706 BIP 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 23,706 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $865,032.

    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 23,706 shares
    Change vs previous 13F -6,207 shares

    0.14% of the 13F portfolio, value $856,261.

    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 29,913 shares
    Change vs previous 13F -6,439 shares

    0.16% of the 13F portfolio, value $1,039,178.

    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 36,352 shares
    Change vs previous 13F -1,192 shares

    0.2% of the 13F portfolio, value $1,195,617.

    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 37,544 shares
    Change vs previous 13F -442 shares

    0.24% of the 13F portfolio, value $1,257,724.

    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 37,986 shares
    Change vs previous 13F -1,421 shares

    0.25% of the 13F portfolio, value $1,131,603.

    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 39,407 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,252,749.

    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 39,407 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,380,821.

    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).