Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

ADTN holding history

ADTRAN Holdings, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADTN overview All 13F holders of ADTN Full Q2 2026 holdings

Shares (Q2 2026): 152
Value: $2.11K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of ADTN by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	152	$2.11K	<0.1%	+152	New	Holders
Q4 2025	0	$0	0.0%	−30−100.0%	Sold out	Holders
Q3 2025	30	$282	<0.1%	+29+2,900.0%	Added	Holders
Q2 2025	1	$9	<0.1%	+1	New	Holders