Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

BKKT holding history

Bakkt, 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.

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

Shares (Q2 2026): 118
Value: $923
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of BKKT by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	118	$923	<0.1%	+9+8.3%	Added	Holders
Q1 2026	109	$803	<0.1%	00.0%	Unchanged	Holders
Q4 2025	109	$1.09K	<0.1%	−182−62.5%	Reduced	Holders
Q3 2025	291	$9.79K	<0.1%	+291	New	Holders