Clearstead Trust, LLC: TMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Trust, LLC on TMO, newest first. How the timeline and the estimate are built.
Clearstead Trust, LLC held 7,538 TMO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 7,538 sharesChange vs previous 13F -59 shares
0.49% of the 13F portfolio, value $3,779,426.
13F-HR 0001708001-26-000006 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,597 sharesChange vs previous 13F +113 shares
0.61% of the 13F portfolio, value $3,734,251.
13F-HR 0001708001-26-000002 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,484 sharesChange vs previous 13F +1,935 shares
0.68% of the 13F portfolio, value $4,336,651.
13F-HR 0001708001-26-000001 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,549 sharesChange vs previous 13F +6 shares
0.46% of the 13F portfolio, value $2,691,350.
13F-HR 0001708001-25-000004 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,543 sharesChange vs previous 13F +3,602 shares
0.43% of the 13F portfolio, value $2,247,375.
13F-HR 0001708001-25-000002 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,941 sharesChange vs previous 13F -42 shares
0.21% of the 13F portfolio, value $965,652.
13F-HR 0001798150-25-000002 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,983 sharesChange vs previous 13F +1,400 shares
0.22% of the 13F portfolio, value $1,031,616.
13F-HR 0000842775-25-000002 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 583 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $360,626.
13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).