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Disclosery

Clearstead Trust, LLC: DE position timeline

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

Clearstead Trust, LLC held 7,997 DE 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 7,997 shares
    Change vs previous 13F +28 shares

    0.66% of the 13F portfolio, value $5,072,737.

    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 7,969 shares
    Change vs previous 13F +399 shares

    0.73% of the 13F portfolio, value $4,488,938.

    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 7,570 shares
    Change vs previous 13F -338 shares

    0.55% of the 13F portfolio, value $3,524,366.

    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 7,908 shares
    Change vs previous 13F -161 shares

    0.62% of the 13F portfolio, value $3,616,012.

    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 8,069 shares
    Change vs previous 13F +221 shares

    0.78% of the 13F portfolio, value $4,103,007.

    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 7,848 shares
    Change vs previous 13F -31 shares

    0.82% of the 13F portfolio, value $3,683,459.

    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 7,879 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,338,333.

    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).