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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

CCC holding history

CCC Intelligent Solutions Holdings 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.

CCC overviewAll 13F holders of CCCFull Q2 2026 holdings

Shares (Q2 2026)
535
Value
$2.76K
% of portfolio
<0.1%
Quarters held
7
Since Q2 2024
Holdings of CCC by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026535$2.76K<0.1%−3,673−87.3%ReducedHolders
Q1 20264,208$25.2K<0.1%+2,683+175.9%AddedHolders
Q4 20251,525$12.1K<0.1%+1,525NewHolders
Q2 20250$00.0%−1,311−100.0%Sold outHolders
Q1 20251,311$11.8K<0.1%−647−33.0%ReducedHolders
Q4 20241,958$23.0K<0.1%+39+2.0%AddedHolders
Q3 20241,919$21.2K<0.1%−50−2.5%ReducedHolders
Q2 20241,969$21.9K<0.1%+1,969NewHolders