AMCR AMCOR PLC

Ownership history in Clearstead Advisors, LLC  ·  20 quarters on record

AI Ownership Summary

Clearstead Advisors, LLC reported AMCOR PLC (AMCR) in 20 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.08% in 2023 Q3. The latest visible filing shows AMCR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clearstead Advisors, LLC's position in AMCOR PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AMCR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clearstead Advisors, LLC held AMCR — position size vs. price
% of Fund (quarterly)    AMCR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 124,938 +6,550 +5.5% 0.01% $1.0M 2025-11-10 $41.60
2025 Q2 ADDED 118,388 +1,221 +1.0% 0.02% $1.1M 2025-08-08 $47.72
2025 Q1 REDUCED 117,167 -10,386 -8.1% 0.02% $1.1M 2025-05-13 $44.63
2024 Q4 REDUCED 127,553 -18,119 -12.4% 0.02% $1.2M 2025-02-10 $48.25
2024 Q3 REDUCED 145,672 -2,925 -2.0% 0.03% $1.7M 2024-11-13 $47.99
2024 Q2 UNCHANGED 148,597 0% 0.02% $1.5M 2024-08-12 $49.28
2024 Q1 ADDED 148,597 +175 +0.1% 0.08% $1.5M 2024-05-14 $48.35
2023 Q4 REDUCED 148,422 -12,651 -7.9% 0.08% $1.4M 2024-02-12 $41.97
2023 Q3 REDUCED 161,073 -474 -0.3% 0.08% $1.5M 2023-11-07 $40.82
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Clearstead Advisors, LLC and AMCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clearstead Advisors, LLC reported owning AMCR?

Clearstead Advisors, LLC reported AMCR across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported AMCR position in Clearstead Advisors, LLC's portfolio?

The largest reported portfolio weight for AMCR was 0.08% in 2023 Q3.

What is the latest reported AMCR position on this page?

The most recent filing on this page is 2025 Q3, when Clearstead Advisors, LLC reported 124,938 shares, equal to 0.01% of portfolio, with an estimated market value of $1.0M.

What does the chart on this AMCR ownership page compare?

The chart compares Clearstead Advisors, LLC's quarterly AMCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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