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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

BWFG holding history

Bankwell Financial Group, 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.

BWFG overviewAll 13F holders of BWFGFull Q2 2026 holdings

Shares (Q2 2026)
15
Value
$882
% of portfolio
<0.1%
Quarters held
3
Since Q2 2025
Holdings of BWFG by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615$882<0.1%+15NewHolders
Q4 20250$00.0%−8−100.0%Sold outHolders
Q3 20258$354<0.1%00.0%UnchangedHolders
Q2 20258$289<0.1%+8NewHolders