0001708001-23-000005.txt : 20230808 0001708001-23-000005.hdr.sgml : 20230808 20230808162343 ACCESSION NUMBER: 0001708001-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230808 DATE AS OF CHANGE: 20230808 EFFECTIVENESS DATE: 20230808 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Clearstead Trust, LLC CENTRAL INDEX KEY: 0001708001 IRS NUMBER: 870821413 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18091 FILM NUMBER: 231151758 BUSINESS ADDRESS: STREET 1: 1 UNION STREET SUITE 302 CITY: PORTLAND STATE: ME ZIP: 04101 BUSINESS PHONE: 2077757200 MAIL ADDRESS: STREET 1: 1 UNION STREET SUITE 302 CITY: PORTLAND STATE: ME ZIP: 04101 FORMER COMPANY: FORMER CONFORMED NAME: Atlantic Trust, LLC DATE OF NAME CHANGE: 20170531 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0001708001 XXXXXXXX 06-30-2023 06-30-2023 Clearstead Trust, LLC

1 UNION STREET SUITE 302 PORTLAND ME 04101

13F HOLDINGS REPORT 028-18091 N William O. Hall, III 207-775-7200 William O. Hall, III Portland ME 08-08-2023 0 390 311417138 false INFORMATION TABLE 2 Clearstead_Trust_13F_Q2_2023.xml 3M Company Com 88579Y101 358866 3583 SH SOLE 3583 0 0 ABBOTT LABS COM 002824100 832510 7802 SH SOLE 7802 0 0 AbbVie Inc. 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