Clearstead Advisors, LLC
CIK
0000842775
City
CLEVELAND
State / Country
OH
Holdings in SAMG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $364,423 | 23,991 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $357,714 | 22,712 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $360,212 | 22,712 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $214,904 | 13,136 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $241,571 | 13,136 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $382,331 | 22,177 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $199,489 | 12,796 | Shares | Sole | 2024-08-12 |