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Disclosery

Clearstead Trust, LLC: WM position timeline

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

Clearstead Trust, LLC held 696 WM 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 696 shares
    Change vs previous 13F -13,677 shares

    0.02% of the 13F portfolio, value $155,125.

    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 14,373 shares
    Change vs previous 13F +78 shares

    0.54% of the 13F portfolio, value $3,302,772.

    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 14,295 shares
    Change vs previous 13F -712 shares

    0.49% of the 13F portfolio, value $3,140,755.

    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 15,007 shares
    Change vs previous 13F -143 shares

    0.57% of the 13F portfolio, value $3,313,996.

    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 15,150 shares
    Change vs previous 13F -49 shares

    0.66% of the 13F portfolio, value $3,466,623.

    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 15,199 shares
    Change vs previous 13F +231 shares

    0.78% of the 13F portfolio, value $3,518,721.

    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 14,968 shares
    Change vs previous 13F -4,753 shares

    0.65% of the 13F portfolio, value $3,020,393.

    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 19,721 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,094,080.

    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).