Clearstead Advisors, LLC
CIK
0000842775
City
CLEVELAND
State / Country
OH
Holdings in BIP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,629,053 | 75,678 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $2,534,865 | 77,071 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $2,581,878 | 77,071 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $2,200,587 | 73,870 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $1,774,072 | 55,806 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $1,585,595 | 45,251 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $1,267,755 | 46,201 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $1,388,595 | 44,492 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $1,396,896 | 44,360 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $1,628,848 | 55,403 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $2,022,209 | 55,403 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $1,860,828 | 55,103 | Shares | Sole | 2023-05-09 |
| 2022-12-31 | $2,124,519 | 68,555 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $1,610,474 | 44,860 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $1,714,549 | 44,860 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $547,809 | 12,407 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $928,649 | 22,907 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $823,209 | 22,007 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $814,991 | 22,007 | Shares | Sole | 2021-08-12 |
| 2021-03-31 | $772,373 | 21,757 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $732,996 | 22,257 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $491,629 | 15,486 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $402,138 | 14,673 | Shares | Sole | 2020-08-11 |
| 2020-03-31 | $1,696,105 | 70,730 | Shares | Sole | 2020-05-14 |