Skip to main content

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

BX holding history

Blackstone 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.

BX overviewAll 13F holders of BXFull Q2 2026 holdings

Shares (Q2 2026)
214,818
Value
$25.3M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of BX by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026214,818$25.3M0.2%−5,112−2.3%ReducedHolders
Q1 2026219,930$25.3M0.2%+150,463+216.6%AddedHolders
Q4 202569,467$10.7M0.1%−106−0.2%ReducedHolders
Q3 202569,573$11.9M0.2%+2,626+3.9%AddedHolders
Q2 202566,947$10.0M0.1%+1,722+2.6%AddedHolders
Q1 202565,225$9.12M0.1%−823−1.2%ReducedHolders
Q4 202466,048$11.4M0.2%−4,677−6.6%ReducedHolders
Q3 202470,725$10.8M0.2%+3,176+4.7%AddedHolders
Q2 202467,549$8.36M0.1%+25,724+61.5%AddedHolders
Q1 202441,825$5.11M0.3%+1,713+4.3%AddedHolders
Q4 202340,112$5.25M0.3%−1,526−3.7%ReducedHolders
Q3 202341,638$4.46M0.3%−1,033−2.4%ReducedHolders
Q2 202342,671$3.97M0.2%+22,626+112.9%AddedHolders
Q1 202320,045$1.76M0.1%+1,103+5.8%AddedHolders
Q4 202218,942$1.41M0.1%−449−2.3%ReducedHolders
Q3 202219,391$1.62M0.1%+1,844+10.5%AddedHolders
Q2 202217,547$1.60M0.1%+1,373+8.5%AddedHolders
Q1 202216,174$2.05M0.1%+1,930+13.5%AddedHolders
Q4 202114,244$1.84M0.1%+161+1.1%AddedHolders
Q3 202114,083$1.64M0.1%+283+2.1%AddedHolders
Q2 202113,800$1.34M0.1%−36−0.3%ReducedHolders
Q1 202113,836$1.03M0.1%––Holders

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