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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

AGO holding history

Assured Guaranty Ltd 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.

AGO overviewAll 13F holders of AGOFull Q2 2026 holdings

Shares (Q2 2026)
2,609
Value
$209.1K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of AGO by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,609$209.1K<0.1%+2,513+2,617.7%AddedHolders
Q1 202696$7.82K<0.1%−1,162−92.4%ReducedHolders
Q4 20251,258$113.1K<0.1%+642+104.2%AddedHolders
Q3 2025616$52.1K<0.1%−26−4.0%ReducedHolders
Q2 2025642$55.9K<0.1%+546+568.8%AddedHolders
Q1 202596$8.46K<0.1%00.0%UnchangedHolders
Q4 202496$8.64K<0.1%00.0%UnchangedHolders
Q3 202496$7.63K<0.1%00.0%UnchangedHolders
Q2 202496$7.41K<0.1%00.0%UnchangedHolders
Q1 202496$7.52K<0.1%00.0%UnchangedHolders
Q4 202396$7.18K<0.1%+44+84.6%AddedHolders
Q3 202352$3.15K<0.1%+52NewHolders