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Disclosery

Clearstead Trust, LLC: XYZ position timeline

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

Clearstead Trust, LLC held 119 XYZ 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 119 shares
    Change vs previous 13F -249 shares

    <0.01% of the 13F portfolio, value $9,044.

    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 368 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $22,147.

    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 333 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $21,675.

    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 309 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $22,332.

    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 306 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $20,787.

    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 287 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $15,593.

    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 251 shares
    Change vs previous 13F -74 shares

    <0.01% of the 13F portfolio, value $21,333.

    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 325 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $21,818.

    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).