Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

BHRB holding history

Burke & Herbert Financial Services 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.

BHRB overview All 13F holders of BHRB Full Q2 2026 holdings

Shares (Q2 2026): 12
Value: $863
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of BHRB by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12	$863	<0.1%	+12	New	Holders
Q4 2025	0	$0	0.0%	−57−100.0%	Sold out	Holders
Q3 2025	57	$3.52K	<0.1%	+24+72.7%	Added	Holders
Q2 2025	33	$1.97K	<0.1%	+33	New	Holders