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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

BCS holding history

Barclays PLC 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.

BCS overviewAll 13F holders of BCSFull Q2 2026 holdings

Shares (Q2 2026)
15,639
Value
$420.1K
% of portfolio
<0.1%
Quarters held
6
Since Q2 2021
Holdings of BCS by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,639$420.1K<0.1%−15,639−50.0%ReducedHolders
Q1 202631,278$661.8K<0.1%+31,278NewHolders
Q1 20250$00.0%−392−100.0%Sold outHolders
Q4 2024392$5.21K<0.1%+392NewHolders
Q4 20230$00.0%−500−100.0%Sold outHolders
Q3 2023500$3.90K<0.1%+500NewHolders
Q2 20220$00.0%−1,921−100.0%Sold outHolders
Q1 20221,921$15.0K<0.1%+1,921NewHolders
Q3 20210$00.0%−182−100.0%Sold outHolders
Q2 2021182$2.00K<0.1%+182NewHolders