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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

BPOP holding history

Popular, 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.

BPOP overviewAll 13F holders of BPOPFull Q2 2026 holdings

Shares (Q2 2026)
187
Value
$30.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BPOP by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026187$30.7K<0.1%+184+6,133.3%AddedHolders
Q1 20263$403<0.1%−70−95.9%ReducedHolders
Q4 202573$9.09K<0.1%−1,337−94.8%ReducedHolders
Q3 20251,410$179.1K<0.1%+518+58.1%AddedHolders
Q2 2025892$98.3K<0.1%+753+541.7%AddedHolders
Q1 2025139$12.8K<0.1%+53+61.6%AddedHolders
Q4 202486$8.09K<0.1%−163−65.5%ReducedHolders
Q3 2024249$25.0K<0.1%00.0%UnchangedHolders
Q2 2024249$22.0K<0.1%+86+52.8%AddedHolders
Q1 2024163$14.8K<0.1%00.0%UnchangedHolders
Q4 2023163$13.4K<0.1%00.0%UnchangedHolders
Q3 2023163$10.3K<0.1%00.0%UnchangedHolders
Q2 2023163$9.87K<0.1%00.0%UnchangedHolders
Q1 2023163$9.36K<0.1%00.0%UnchangedHolders
Q4 2022163$10.8K<0.1%00.0%UnchangedHolders
Q3 2022163$12.0K<0.1%00.0%UnchangedHolders
Q2 2022163$13.0K<0.1%00.0%UnchangedHolders
Q1 2022163$13.0K<0.1%00.0%UnchangedHolders
Q4 2021163$13.0K<0.1%00.0%UnchangedHolders
Q3 2021163$13.0K<0.1%00.0%UnchangedHolders
Q2 2021163$12.0K<0.1%00.0%UnchangedHolders
Q1 2021163$11.0K<0.1%––Holders

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