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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

CADE holding history

Cadence Bancorporation 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.

CADE overviewAll 13F holders of CADEFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2022
Holdings of CADE by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,080−100.0%Sold outHolders
Q4 20252,080$89.1K<0.1%+1,466+238.8%AddedHolders
Q3 2025614$23.1K<0.1%+92+17.6%AddedHolders
Q2 2025522$16.7K<0.1%+515+7,357.1%AddedHolders
Q1 20257$213<0.1%+7NewHolders
Q2 20230$00.0%−78−100.0%Sold outHolders
Q1 202378$1.62K<0.1%00.0%UnchangedHolders
Q4 202278$1.92K<0.1%+78NewHolders