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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

ATRC holding history

AtriCure, 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.

ATRC overviewAll 13F holders of ATRCFull Q2 2026 holdings

Shares (Q2 2026)
21
Value
$588
% of portfolio
<0.1%
Quarters held
9
Since Q3 2021
Holdings of ATRC by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621$588<0.1%+21NewHolders
Q1 20260$00.0%−3−100.0%Sold outHolders
Q4 20253$119<0.1%−45−93.8%ReducedHolders
Q3 202548$1.69K<0.1%−240−83.3%ReducedHolders
Q2 2025288$9.44K<0.1%+20+7.5%AddedHolders
Q1 2025268$8.65K<0.1%+81+43.3%AddedHolders
Q4 2024187$5.71K<0.1%00.0%UnchangedHolders
Q3 2024187$5.24K<0.1%−362−65.9%ReducedHolders
Q2 2024549$12.5K<0.1%+549NewHolders
Q4 20210$00.0%−326−100.0%Sold outHolders
Q3 2021326$23.0K<0.1%+326NewHolders