Clearstead Advisors, LLC
CIK
0000842775
City
CLEVELAND
State / Country
OH
Holdings in RFI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $91,118 | 8,246 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $97,695 | 8,074 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $95,442 | 7,914 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $93,782 | 7,757 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $88,054 | 7,604 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $97,599 | 7,456 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $86,191 | 7,456 | Shares | Sole | 2024-08-12 |