President and CEO

0001708001-22-000006.txt : 20221114 0001708001-22-000006.hdr.sgml : 20221114 20221110182758 ACCESSION NUMBER: 0001708001-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221114 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: 221378983 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 13F-HR LIVE false true false 0001708001 XXXXXXXX 09-30-2022 09-30-2022 Clearstead Trust, LLC

1 UNION STREET SUITE 302 PORTLAND ME 04101

13F HOLDINGS REPORT 028-18091 N William O. Hall, III President and CEO 207-775-7200 William O. 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