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Disclosery

Clearstead Trust, LLC: MA position timeline

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

Clearstead Trust, LLC held 8,045 MA 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 8,045 shares
    Change vs previous 13F -89 shares

    0.54% of the 13F portfolio, value $4,131,784.

    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 8,134 shares
    Change vs previous 13F -319 shares

    0.66% of the 13F portfolio, value $4,064,091.

    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 8,453 shares
    Change vs previous 13F +2,391 shares

    0.76% of the 13F portfolio, value $4,825,423.

    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 6,062 shares
    Change vs previous 13F -153 shares

    0.59% of the 13F portfolio, value $3,447,848.

    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 6,215 shares
    Change vs previous 13F +629 shares

    0.66% of the 13F portfolio, value $3,492,694.

    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 5,586 shares
    Change vs previous 13F +170 shares

    0.68% of the 13F portfolio, value $3,061,980.

    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 5,416 shares
    Change vs previous 13F +833 shares

    0.62% of the 13F portfolio, value $2,851,690.

    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 4,583 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,263,038.

    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).