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Disclosery

Clearstead Trust, LLC: WEC position timeline

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

Clearstead Trust, LLC held 18,600 WEC 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 18,600 shares
    Change vs previous 13F +90 shares

    0.28% of the 13F portfolio, value $2,171,923.

    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 18,510 shares
    Change vs previous 13F +296 shares

    0.35% of the 13F portfolio, value $2,142,903.

    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 18,214 shares
    Change vs previous 13F -568 shares

    0.3% of the 13F portfolio, value $1,920,849.

    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 18,782 shares
    Change vs previous 13F +15 shares

    0.37% of the 13F portfolio, value $2,152,230.

    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 18,767 shares
    Change vs previous 13F -226 shares

    0.37% of the 13F portfolio, value $1,955,522.

    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 18,993 shares
    Change vs previous 13F +412 shares

    0.46% of the 13F portfolio, value $2,069,858.

    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 18,581 shares
    Change vs previous 13F +1,513 shares

    0.38% of the 13F portfolio, value $1,747,358.

    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 17,068 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,641,601.

    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).