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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

BNY holding history

Bank of New York Mellon 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.

BNY overviewAll 13F holders of BNYFull Q2 2026 holdings

Shares (Q2 2026)
10,021
Value
$1.45M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BNY by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,021$1.45M<0.1%+3,454+52.6%AddedHolders
Q1 20266,567$779.0K<0.1%−1,891−22.4%ReducedHolders
Q4 20258,458$981.9K<0.1%+6,635+364.0%AddedHolders
Q3 20251,823$198.6K<0.1%−2,138−54.0%ReducedHolders
Q2 20253,961$360.9K<0.1%−378−8.7%ReducedHolders
Q1 20254,339$363.9K<0.1%−4,291−49.7%ReducedHolders
Q4 20248,630$663.0K<0.1%−196−2.2%ReducedHolders
Q3 20248,826$634.3K<0.1%+238+2.8%AddedHolders
Q2 20248,588$514.3K<0.1%+4,876+131.4%AddedHolders
Q1 20243,712$214.7K<0.1%−326−8.1%ReducedHolders
Q4 20234,038$210.2K<0.1%−26−0.6%ReducedHolders
Q3 20234,064$173.3K<0.1%+30+0.7%AddedHolders
Q2 20234,034$179.6K<0.1%−440−9.8%ReducedHolders
Q1 20234,474$203.3K<0.1%+384+9.4%AddedHolders
Q4 20224,090$186.2K<0.1%−152−3.6%ReducedHolders
Q3 20224,242$163.0K<0.1%+3,026+248.8%AddedHolders
Q2 20221,216$51.0K<0.1%+76+6.7%AddedHolders
Q1 20221,140$57.0K<0.1%00.0%UnchangedHolders
Q4 20211,140$66.0K<0.1%−173−13.2%ReducedHolders
Q3 20211,313$68.0K<0.1%−11,655−89.9%ReducedHolders
Q2 202112,968$664.0K0.1%+28+0.2%AddedHolders
Q1 202112,940$612.0K0.1%––Holders

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