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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

BNS holding history

Bank of Nova Scotia 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.

BNS overviewAll 13F holders of BNSFull Q2 2026 holdings

Shares (Q2 2026)
1,580
Value
$137.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BNS by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,580$137.2K<0.1%+580+58.0%AddedHolders
Q1 20261,000$69.3K<0.1%00.0%UnchangedHolders
Q4 20251,000$73.7K<0.1%−9−0.9%ReducedHolders
Q3 20251,009$65.2K<0.1%00.0%UnchangedHolders
Q2 20251,009$55.8K<0.1%−685−40.4%ReducedHolders
Q1 20251,694$80.3K<0.1%+7+0.4%AddedHolders
Q4 20241,687$90.6K<0.1%+8+0.5%AddedHolders
Q3 20241,679$91.5K<0.1%+8+0.5%AddedHolders
Q2 20241,671$76.4K<0.1%+671+67.1%AddedHolders
Q1 20241,000$48.1K<0.1%00.0%UnchangedHolders
Q4 20231,000$48.7K<0.1%+250+33.3%AddedHolders
Q3 2023750$34.2K<0.1%00.0%UnchangedHolders
Q2 2023750$37.5K<0.1%00.0%UnchangedHolders
Q1 2023750$37.8K<0.1%00.0%UnchangedHolders
Q4 2022750$36.7K<0.1%00.0%UnchangedHolders
Q3 2022750$36.0K<0.1%00.0%UnchangedHolders
Q2 2022750$44.0K<0.1%00.0%UnchangedHolders
Q1 2022750$54.0K<0.1%00.0%UnchangedHolders
Q4 2021750$54.0K<0.1%+250+50.0%AddedHolders
Q3 2021500$31.0K<0.1%−385−43.5%ReducedHolders
Q2 2021885$58.0K<0.1%+385+77.0%AddedHolders
Q1 2021500$31.0K<0.1%––Holders

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