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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

ATR holding history

Aptargroup, 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.

ATR overviewAll 13F holders of ATRFull Q2 2026 holdings

Shares (Q2 2026)
415
Value
$51.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ATR by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026415$51.9K<0.1%+19+4.8%AddedHolders
Q1 2026396$49.9K<0.1%−239−37.6%ReducedHolders
Q4 2025635$77.4K<0.1%−72−10.2%ReducedHolders
Q3 2025707$94.5K<0.1%−285−28.7%ReducedHolders
Q2 2025992$155.2K<0.1%+31+3.2%AddedHolders
Q1 2025961$142.6K<0.1%−130−11.9%ReducedHolders
Q4 20241,091$171.4K<0.1%−364−25.0%ReducedHolders
Q3 20241,455$233.1K<0.1%00.0%UnchangedHolders
Q2 20241,455$204.9K<0.1%+1,079+287.0%AddedHolders
Q1 2024376$55.6K<0.1%00.0%UnchangedHolders
Q4 2023376$46.5K<0.1%00.0%UnchangedHolders
Q3 2023376$47.0K<0.1%+31+9.0%AddedHolders
Q2 2023345$40.0K<0.1%00.0%UnchangedHolders
Q1 2023345$40.8K<0.1%00.0%UnchangedHolders
Q4 2022345$37.9K<0.1%−449−56.5%ReducedHolders
Q3 2022794$75.0K<0.1%−1,553−66.2%ReducedHolders
Q2 20222,347$242.0K<0.1%00.0%UnchangedHolders
Q1 20222,347$276.0K<0.1%00.0%UnchangedHolders
Q4 20212,347$287.0K<0.1%−190−7.5%ReducedHolders
Q3 20212,537$303.0K<0.1%+190+8.1%AddedHolders
Q2 20212,347$331.0K<0.1%00.0%UnchangedHolders
Q1 20212,347$332.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.