Filer · Institutional
Clearstead Trust,LLC
CIK 0001708001TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001708001-26-000002 · filed 2026-05-06
981
positions
Q4 202513F-HR
0001708001-26-000001 · filed 2026-02-09
997
positions
Q3 202513F-HR
0001708001-25-000004 · filed 2025-11-10
1,511
positions
Q2 202513F-HR
0001708001-25-000002 · filed 2025-08-08
1,489
positions
Q1 202513F-HR
0001798150-25-000002 · filed 2025-05-09
878
positions
Q4 202413F-HR
0000842775-25-000002 · filed 2025-02-10
430
positions
Q3 202413F-HR
0001708001-24-000006 · filed 2024-11-13
415
positions
Q2 202413F-HR
0001708001-24-000003 · filed 2024-08-09
433
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.