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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

APLS holding history

Apellis Pharmaceuticals, 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.

APLS overviewAll 13F holders of APLSFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2023
Holdings of APLS by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−13−100.0%Sold outHolders
Q4 202513$327<0.1%−1,706−99.2%ReducedHolders
Q3 20251,719$38.9K<0.1%−1,392−44.7%ReducedHolders
Q2 20253,111$53.9K<0.1%+1,300+71.8%AddedHolders
Q1 20251,811$39.6K<0.1%+1,811NewHolders
Q4 20240$00.0%−542−100.0%Sold outHolders
Q3 2024542$15.6K<0.1%+117+27.5%AddedHolders
Q2 2024425$16.3K<0.1%+425NewHolders
Q4 20230$00.0%−450−100.0%Sold outHolders
Q3 2023450$17.1K<0.1%−58−11.4%ReducedHolders
Q2 2023508$46.3K<0.1%+103+25.4%AddedHolders
Q1 2023405$26.7K<0.1%+405NewHolders