Clearstead Trust, LLC: ILCG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Trust, LLC on ILCG, newest first. How the timeline and the estimate are built.
Clearstead Trust, LLC held 734,041 ILCG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 734,041 sharesChange vs previous 13F +176,170 shares
11.23% of the 13F portfolio, value $85,897,466.
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 557,871 sharesChange vs previous 13F +62,044 shares
8.68% of the 13F portfolio, value $53,265,496.
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 495,827 sharesChange vs previous 13F +8,667 shares
8.12% of the 13F portfolio, value $51,585,885.
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 487,160 sharesChange vs previous 13F -6,425 shares
8.68% of the 13F portfolio, value $50,810,838.
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 493,585 sharesChange vs previous 13F -13,007 shares
9.05% of the 13F portfolio, value $47,828,359.
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 506,592 sharesChange vs previous 13F +23,566 shares
9.13% of the 13F portfolio, value $41,028,895.
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 483,026 sharesChange vs previous 13F -139 shares
9.35% of the 13F portfolio, value $43,279,093.
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 483,165 sharesChange vs previous 13F not available
9.72% of the 13F portfolio, value $40,605,155.
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).