Ownership history in Clearstead Advisors, LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which Clearstead Advisors, LLC reported a position in IMPACT SHS TR I (NACP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Clearstead Advisors, LLC underperformed the S&P 500 by β0.2% annually on this NACP position. Timing score: 45% (5/11 decisions correct). Average cost basis: $38.39. Maximum drawdown during holding period: β26.6%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
15 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $29.71 (2023 Q3) Β· Worst: $47.68 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 5 trims. Bought during 1 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.07% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size