Clearstead Trust, LLC: EMR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Trust, LLC on EMR, newest first. How the timeline and the estimate are built.
Clearstead Trust, LLC held 1,650 EMR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 1,650 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $236,139.
13F-HR 0001708001-26-000006 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,650 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $216,130.
13F-HR 0001708001-26-000002 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,650 sharesChange vs previous 13F -26 shares
0.03% of the 13F portfolio, value $218,934.
13F-HR 0001708001-26-000001 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,676 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $219,804.
13F-HR 0001708001-25-000004 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,676 sharesChange vs previous 13F +270 shares
0.04% of the 13F portfolio, value $223,407.
13F-HR 0001708001-25-000002 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,406 sharesChange vs previous 13F +97 shares
0.03% of the 13F portfolio, value $154,109.
13F-HR 0001798150-25-000002 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,309 sharesChange vs previous 13F +6 shares
0.04% of the 13F portfolio, value $162,171.
13F-HR 0000842775-25-000002 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,303 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $142,534.
13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).