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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

ARES holding history

Ares Management 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.

ARES overviewAll 13F holders of ARESFull Q2 2026 holdings

Shares (Q2 2026)
7,087
Value
$788.9K
% of portfolio
<0.1%
Quarters held
15
Since Q2 2022
Holdings of ARES by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,087$788.9K<0.1%+3,696+109.0%AddedHolders
Q1 20263,391$369.9K<0.1%−27−0.8%ReducedHolders
Q4 20253,418$552.5K<0.1%+705+26.0%AddedHolders
Q3 20252,713$433.8K<0.1%−1,169−30.1%ReducedHolders
Q2 20253,882$672.3K<0.1%+1,171+43.2%AddedHolders
Q1 20252,711$397.5K<0.1%+1,459+116.5%AddedHolders
Q4 20241,252$221.6K<0.1%+1,245+17,785.7%AddedHolders
Q3 20247$1.10K<0.1%−93−93.0%ReducedHolders
Q2 2024100$13.3K<0.1%00.0%UnchangedHolders
Q1 2024100$14.0K<0.1%−40−28.6%ReducedHolders
Q4 2023140$16.6K<0.1%+100+250.0%AddedHolders
Q3 202340$4.12K<0.1%+40NewHolders
Q2 20230$00.0%−810−100.0%Sold outHolders
Q1 2023810$67.6K<0.1%+810NewHolders
Q4 20220$00.0%−402−100.0%Sold outHolders
Q3 2022402$25.0K<0.1%−4−1.0%ReducedHolders
Q2 2022406$23.0K<0.1%+406NewHolders