Managers / Q3 2020 · view latest →
Clearstead Advisors, LLC
CIK 0000842775 · 1100 SUPERIOR AVENUE EAST, SUITE 700, CLEVELAND, OH, 44114 · 2166211090
Reported Value
$933M
Q3 2020
Positions
898
Filings on Record
31
2019–present window
Filed
Nov 12, 2020
original filing
Summary
Clearstead Advisors, Llc reported $933M in U.S.-listed holdings across 898 positions for Q3 2020.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $10.9B | 2,241 | May 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $7.9B | 2,736 | Feb 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $7.6B | 3,094 | Nov 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $7.1B | 2,740 | Aug 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $6.4B | 2,198 | May 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $6.6B | 2,095 | Feb 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $6.4B | 2,038 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $5.9B | 2,026 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $2.0B | 1,545 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.9B | 1,516 | Feb 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023REVEALED | $3.4B | 3,002 | Nov 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.6B | 1,376 | Aug 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.4B | 1,376 | May 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.28T | 1,312 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.1B | 1,325 | Nov 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.3B | 1,349 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.5B | 1,417 | May 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.5B | 1,300 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.3B | 1,314 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.3B | 1,271 | Aug 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.2B | 1,137 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.1B | 987 | Feb 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $933M | 898 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $865M | 796 | Aug 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $687M | 789 | May 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $824M | 282 | Feb 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $747M | 266 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $751M | 340 | Aug 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $725M | 257 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $642M | 244 | Feb 11, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.