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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

C holding history

Citigroup 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.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
35,956
Value
$5.03M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of C by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,956$5.03M<0.1%−20,408−36.2%ReducedHolders
Q1 202656,364$6.39M0.1%+25,420+82.1%AddedHolders
Q4 202530,944$3.61M<0.1%+2,731+9.7%AddedHolders
Q3 202528,213$2.86M<0.1%−19,072−40.3%ReducedHolders
Q2 202547,285$4.02M0.1%+490+1.0%AddedHolders
Q1 202546,795$3.32M0.1%+2,326+5.2%AddedHolders
Q4 202444,469$3.13M<0.1%+1,064+2.5%AddedHolders
Q3 202443,405$2.72M<0.1%+2,204+5.3%AddedHolders
Q2 202441,201$2.61M<0.1%+13,672+49.7%AddedHolders
Q1 202427,529$1.75M0.1%+1,682+6.5%AddedHolders
Q4 202325,847$1.33M0.1%+17,445+207.6%AddedHolders
Q3 20238,402$345.6K<0.1%−941−10.1%ReducedHolders
Q2 20239,343$430.2K<0.1%+985+11.8%AddedHolders
Q1 20238,358$391.9K<0.1%+375+4.7%AddedHolders
Q4 20227,983$361.1K<0.1%−41−0.5%ReducedHolders
Q3 20228,024$334.0K<0.1%+916+12.9%AddedHolders
Q2 20227,108$327.0K<0.1%−1,206−14.5%ReducedHolders
Q1 20228,314$444.0K<0.1%−1,110−11.8%ReducedHolders
Q4 20219,424$569.0K<0.1%−1,013−9.7%ReducedHolders
Q3 202110,437$732.0K0.1%+1,568+17.7%AddedHolders
Q2 20218,869$627.0K<0.1%−66−0.7%ReducedHolders
Q1 20218,935$650.0K0.1%––Holders

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