Skip to content
Disclosery

Clearstead Trust, LLC: DOW position timeline

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

Clearstead Trust, LLC held 1,289 DOW 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 1,289 shares
    Change vs previous 13F -957 shares

    <0.01% of the 13F portfolio, value $35,267.

    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 2,246 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $93,547.

    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 2,246 shares
    Change vs previous 13F -2,008 shares

    0.01% of the 13F portfolio, value $52,512.

    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 4,254 shares
    Change vs previous 13F +3,767 shares

    0.02% of the 13F portfolio, value $97,545.

    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 487 shares
    Change vs previous 13F +200 shares

    <0.01% of the 13F portfolio, value $12,896.

    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 287 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $10,022.

    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 287 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,517.

    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 287 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,679.

    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).