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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

AX holding history

Axos Financial, 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.

AX overviewAll 13F holders of AXFull Q2 2026 holdings

Shares (Q2 2026)
393
Value
$38.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AX by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026393$38.3K<0.1%−83−17.4%ReducedHolders
Q1 2026476$40.5K<0.1%−623−56.7%ReducedHolders
Q4 20251,099$94.7K<0.1%+498+82.9%AddedHolders
Q3 2025601$50.9K<0.1%−1−0.2%ReducedHolders
Q2 2025602$45.8K<0.1%+256+74.0%AddedHolders
Q1 2025346$22.3K<0.1%−284−45.1%ReducedHolders
Q4 2024630$44.0K<0.1%−12−1.9%ReducedHolders
Q3 2024642$40.4K<0.1%−52−7.5%ReducedHolders
Q2 2024694$39.7K<0.1%+14+2.1%AddedHolders
Q1 2024680$41.5K<0.1%−5,346−88.7%ReducedHolders
Q4 20236,026$329.0K<0.1%+260+4.5%AddedHolders
Q3 20235,766$218.3K<0.1%00.0%UnchangedHolders
Q2 20235,766$227.4K<0.1%00.0%UnchangedHolders
Q1 20235,766$212.9K<0.1%00.0%UnchangedHolders
Q4 20225,766$220.4K<0.1%+246+4.5%AddedHolders
Q3 20225,520$189.0K<0.1%00.0%UnchangedHolders
Q2 20225,520$198.0K<0.1%−1,500−21.4%ReducedHolders
Q1 20227,020$326.0K<0.1%00.0%UnchangedHolders
Q4 20217,020$392.0K<0.1%00.0%UnchangedHolders
Q3 20217,020$362.0K<0.1%00.0%UnchangedHolders
Q2 20217,020$326.0K<0.1%00.0%UnchangedHolders
Q1 20217,020$330.0K<0.1%––Holders

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