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Disclosery

Clearstead Trust, LLC: QLD position timeline

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

Clearstead Trust, LLC held 772,566 QLD 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 772,566 shares
    Change vs previous 13F +38,725 shares

    9.77% of the 13F portfolio, value $74,753,487.

    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 733,841 shares
    Change vs previous 13F +2,302 shares

    7.3% of the 13F portfolio, value $44,764,295.

    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 731,539 shares
    Change vs previous 13F +370,086 shares

    8.11% of the 13F portfolio, value $51,507,687.

    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 361,453 shares
    Change vs previous 13F -572 shares

    8.47% of the 13F portfolio, value $49,591,409.

    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 362,025 shares
    Change vs previous 13F +6,014 shares

    8.06% of the 13F portfolio, value $42,613,999.

    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 356,011 shares
    Change vs previous 13F +41 shares

    7.04% of the 13F portfolio, value $31,642,285.

    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 355,970 shares
    Change vs previous 13F -85 shares

    8.33% of the 13F portfolio, value $38,530,226.

    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 356,055 shares
    Change vs previous 13F not available

    8.58% of the 13F portfolio, value $35,854,770.

    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).