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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

CITR holding history

CitroTech 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.

CITR overviewAll 13F holders of CITRFull Q2 2026 holdings

Shares (Q2 2026)
1,000
Value
$5.52K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of CITR by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,000$5.52K<0.1%00.0%UnchangedHolders
Q1 20261,000$8.63K<0.1%00.0%UnchangedHolders
Q4 20251,000$8.08K<0.1%+1,000NewHolders