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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

ALRS holding history

Alerus Financial Corp 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.

ALRS overviewAll 13F holders of ALRSFull Q2 2026 holdings

Shares (Q2 2026)
22
Value
$685
% of portfolio
<0.1%
Quarters held
4
Since Q2 2025
Holdings of ALRS by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622$685<0.1%+22NewHolders
Q1 20260$00.0%−4−100.0%Sold outHolders
Q4 20254$91<0.1%−214−98.2%ReducedHolders
Q3 2025218$4.83K<0.1%+160+275.9%AddedHolders
Q2 202558$1.26K<0.1%+58NewHolders