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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

CBSH holding history

Commerce Bancshares 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.

CBSH overviewAll 13F holders of CBSHFull Q2 2026 holdings

Shares (Q2 2026)
881
Value
$50.9K
% of portfolio
<0.1%
Quarters held
10
Since Q3 2021
Holdings of CBSH by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026881$50.9K<0.1%+851+2,836.7%AddedHolders
Q1 202630$1.48K<0.1%−338−91.8%ReducedHolders
Q4 2025368$19.3K<0.1%−664−64.3%ReducedHolders
Q3 20251,032$61.7K<0.1%+176+20.6%AddedHolders
Q2 2025856$53.2K<0.1%+834+3,790.9%AddedHolders
Q1 202522$1.37K<0.1%+22NewHolders
Q2 20240$00.0%−1−100.0%Sold outHolders
Q1 20241$57<0.1%00.0%UnchangedHolders
Q4 20231$54<0.1%−32−97.0%ReducedHolders
Q3 202333$1.58K<0.1%+33NewHolders
Q4 20210$00.0%−309−100.0%Sold outHolders
Q3 2021309$22.0K<0.1%+309NewHolders