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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

BOX holding history

Box 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.

BOX overviewAll 13F holders of BOXFull Q2 2026 holdings

Shares (Q2 2026)
551
Value
$14.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of BOX by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026551$14.6K<0.1%+551NewHolders
Q1 20260$00.0%−165−100.0%Sold outHolders
Q4 2025165$4.94K<0.1%+40+32.0%AddedHolders
Q3 2025125$4.03K<0.1%−6,583−98.1%ReducedHolders
Q2 20256,708$229.2K<0.1%+65+1.0%AddedHolders
Q1 20256,643$205.0K<0.1%00.0%UnchangedHolders
Q4 20246,643$209.9K<0.1%00.0%UnchangedHolders
Q3 20246,643$217.4K<0.1%00.0%UnchangedHolders
Q2 20246,643$175.6K<0.1%+6,583+10,971.7%AddedHolders
Q1 202460$1.59K<0.1%00.0%UnchangedHolders
Q4 202360$1.54K<0.1%00.0%UnchangedHolders
Q3 202360$1.45K<0.1%00.0%UnchangedHolders
Q2 202360$1.76K<0.1%00.0%UnchangedHolders
Q1 202360$1.61K<0.1%00.0%UnchangedHolders
Q4 202260$1.87K<0.1%00.0%UnchangedHolders
Q3 202260$1.00K<0.1%00.0%UnchangedHolders
Q2 202260$2.00K<0.1%00.0%UnchangedHolders
Q1 202260$2.00K<0.1%00.0%UnchangedHolders
Q4 202160$2.00K<0.1%00.0%UnchangedHolders
Q3 202160$1.00K<0.1%00.0%UnchangedHolders
Q2 202160$2.00K<0.1%+40+200.0%AddedHolders
Q1 202120$00.0%––Holders

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