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Disclosery

Clearstead Trust, LLC: SOLV position timeline

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

Clearstead Trust, LLC held 202 SOLV 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 202 shares
    Change vs previous 13F -194 shares

    <0.01% of the 13F portfolio, value $15,585.

    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 396 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $25,859.

    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 246 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $19,494.

    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 228 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $16,644.

    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 242 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $18,376.

    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 227 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $17,239.

    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 214 shares
    Change vs previous 13F -81 shares

    <0.01% of the 13F portfolio, value $14,137.

    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 295 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,568.

    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).