Skip to content
Disclosery

Clearstead Trust, LLC: IWF position timeline

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

Clearstead Trust, LLC held 275,194 IWF 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 275,194 shares
    Change vs previous 13F +216,849 shares

    4.47% of the 13F portfolio, value $34,170,862.

    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 58,345 shares
    Change vs previous 13F +10,149 shares

    4.06% of the 13F portfolio, value $24,878,444.

    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 48,196 shares
    Change vs previous 13F +46,340 shares

    3.59% of the 13F portfolio, value $22,811,174.

    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 1,856 shares
    Change vs previous 13F +763 shares

    0.15% of the 13F portfolio, value $869,370.

    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 1,093 shares
    Change vs previous 13F +1,038 shares

    0.09% of the 13F portfolio, value $464,066.

    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 55 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $19,860.

    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 55 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $22,087.

    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 55 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,646.

    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).