Clearstead Advisors, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2022
Location
Cleveland, OH
CIK
0000842775
Alternate names
Hartland & Co., LLC
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2022 1,317 1,085,429 13F-HR 11/14/2022 000084277522000004 Clearstead Advisors, LLC
Q2 2022 1,339 1,283,037 13F-HR 8/12/2022 000084277522000003 Clearstead Advisors, LLC
Q1 2022 1,417 1,473,995 13F-HR 5/4/2022 000084277522000002 Clearstead Advisors, LLC
Q4 2021 1,300 1,470,496 13F-HR 2/14/2022 000084277522000001 Clearstead Advisors, LLC
Q3 2021 1,314 1,340,471 13F-HR 11/12/2021 000084277521000006 Clearstead Advisors, LLC
Q2 2021 1,271 1,299,434 13F-HR 8/12/2021 000084277521000005 Clearstead Advisors, LLC
Q1 2021 1,137 1,200,252 13F-HR 5/14/2021 000084277521000003 Clearstead Advisors, LLC
Q4 2020 987 1,099,658 13F-HR 2/11/2021 000084277521000001 Clearstead Advisors, LLC
Q3 2020 898 932,930 13F-HR 11/12/2020 000084277520000005 Clearstead Advisors, LLC
Q2 2020 796 864,749 13F-HR 8/11/2020 000084277520000004 Clearstead Advisors, LLC
Q1 2020 789 686,788 13F-HR 5/14/2020 000084277520000003 Clearstead Advisors, LLC
Q4 2019 282 824,105 13F-HR 2/11/2020 000084277520000002 Clearstead Advisors, LLC
Q3 2019 266 747,232 13F-HR 11/12/2019 000117266119002167 Clearstead Advisors, LLC
Q2 2019 274 750,825 13F-HR 8/8/2019 000117266119001653 Clearstead Advisors, LLC
Q1 2019 257 725,070 13F-HR 5/14/2019 000117266119001198 Clearstead Advisors, LLC
Q4 2018 244 642,046 13F-HR 2/11/2019 000117266119000372 Clearstead Advisors, LLC
Q3 2018 228 729,234 13F-HR 11/13/2018 000117266118001990 Clearstead Advisors, LLC
Q2 2018 220 701,144 13F-HR 8/7/2018 000117266118001470 Hartland & Co., LLC
Q1 2018 221 690,069 13F-HR 5/14/2018 000117266118001075 Hartland & Co., LLC
Q4 2017 223 737,723 13F-HR 2/9/2018 000117266118000331 Hartland & Co., LLC
Q3 2017 249 767,886 13F-HR 11/9/2017 000117266117001914 Hartland & Co., LLC
Q2 2017 234 684,605 13F-HR 8/3/2017 000117266117001470 Hartland & Co., LLC
Q1 2017 219 688,191 13F-HR 5/12/2017 000117266117001014 Hartland & Co., LLC
Q4 2016 206 618,014 13F-HR 2/10/2017 000117266117000344 Hartland & Co., LLC