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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

BILL holding history

BILL Holdings, 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.

BILL overviewAll 13F holders of BILLFull Q2 2026 holdings

Shares (Q2 2026)
27
Value
$977
% of portfolio
<0.1%
Quarters held
15
Since Q4 2021
Holdings of BILL by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627$977<0.1%+3+12.5%AddedHolders
Q1 202624$920<0.1%−253−91.3%ReducedHolders
Q4 2025277$15.1K<0.1%+203+274.3%AddedHolders
Q3 202574$3.92K<0.1%−78−51.3%ReducedHolders
Q2 2025152$7.03K<0.1%−173−53.2%ReducedHolders
Q1 2025325$14.9K<0.1%+59+22.2%AddedHolders
Q4 2024266$22.5K<0.1%+115+76.2%AddedHolders
Q3 2024151$7.97K<0.1%−107−41.5%ReducedHolders
Q2 2024258$13.6K<0.1%+258NewHolders
Q2 20230$00.0%−60−100.0%Sold outHolders
Q1 202360$4.87K<0.1%00.0%UnchangedHolders
Q4 202260$6.54K<0.1%00.0%UnchangedHolders
Q3 202260$8.00K<0.1%00.0%UnchangedHolders
Q2 202260$7.00K<0.1%00.0%UnchangedHolders
Q1 202260$14.0K<0.1%+35+140.0%AddedHolders
Q4 202125$6.00K<0.1%+25NewHolders