Skip to content
Disclosery

Clearstead Trust, LLC: ORI position timeline

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

Clearstead Trust, LLC held 727 ORI 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 727 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $29,749.

    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 727 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $29,008.

    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 727 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $33,181.

    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 727 shares
    Change vs previous 13F +288 shares

    0.01% of the 13F portfolio, value $30,876.

    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 439 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $16,876.

    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 451 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,689.

    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).