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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

CHPT holding history

ChargePoint 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.

CHPT overviewAll 13F holders of CHPTFull Q2 2026 holdings

Shares (Q2 2026)
25
Value
$148
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CHPT by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625$148<0.1%00.0%UnchangedHolders
Q1 202625$122<0.1%00.0%UnchangedHolders
Q4 202525$166<0.1%00.0%UnchangedHolders
Q3 202525$273<0.1%00.0%UnchangedConverted for a 1-for-20 splitHolders
Q2 2025500$352<0.1%00.0%UnchangedHolders
Q1 2025500$303<0.1%00.0%UnchangedHolders
Q4 2024500$535<0.1%00.0%UnchangedHolders
Q3 2024500$685<0.1%−2,060−80.5%ReducedHolders
Q2 20242,560$3.87K<0.1%−2,650−50.9%ReducedHolders
Q1 20245,210$8.96K<0.1%00.0%UnchangedHolders
Q4 20235,210$12.2K<0.1%−500−8.8%ReducedHolders
Q3 20235,710$28.4K<0.1%00.0%UnchangedHolders
Q2 20235,710$50.2K<0.1%−20−0.3%ReducedHolders
Q1 20235,730$60.0K<0.1%+2,650+86.0%AddedHolders
Q4 20223,080$29.4K<0.1%−1,649−34.9%ReducedHolders
Q3 20224,729$70.0K<0.1%+320+7.3%AddedHolders
Q2 20224,409$60.0K<0.1%+1,810+69.6%AddedHolders
Q1 20222,599$52.0K<0.1%+1,649+173.6%AddedHolders
Q4 2021950$18.0K<0.1%00.0%UnchangedHolders
Q3 2021950$19.0K<0.1%+750+375.0%AddedHolders
Q2 2021200$7.00K<0.1%00.0%UnchangedHolders
Q1 2021200$5.00K<0.1%––Holders

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