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Disclosery

Clearstead Trust, LLC: NOW position timeline

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

Clearstead Trust, LLC held 40 NOW 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 40 shares
    Change vs previous 13F -493 shares

    <0.01% of the 13F portfolio, value $3,972.

    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 533 shares
    Change vs previous 13F -19,016 shares

    0.01% of the 13F portfolio, value $55,726.

    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 19,549 shares
    Change vs previous 13F +15,427 shares

    0.47% of the 13F portfolio, value $2,994,712.

    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 4,122 shares
    Change vs previous 13F -601 shares

    0.65% of the 13F portfolio, value $3,793,395.

    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 4,723 shares
    Change vs previous 13F -84 shares

    0.92% of the 13F portfolio, value $4,855,622.

    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 4,807 shares
    Change vs previous 13F -48 shares

    0.85% of the 13F portfolio, value $3,827,046.

    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 4,855 shares
    Change vs previous 13F +30 shares

    1.11% of the 13F portfolio, value $5,146,883.

    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 4,825 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $4,315,433.

    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).