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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

CMA holding history

Comerica 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.

CMA overviewAll 13F holders of CMAFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of CMA by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−6,218−100.0%Sold outHolders
Q4 20256,218$540.5K<0.1%+300+5.1%AddedHolders
Q3 20255,918$405.5K<0.1%+19+0.3%AddedHolders
Q2 20255,899$351.9K<0.1%+202+3.5%AddedHolders
Q1 20255,697$336.5K<0.1%00.0%UnchangedHolders
Q4 20245,697$352.4K<0.1%−65−1.1%ReducedHolders
Q3 20245,762$345.2K<0.1%+65+1.1%AddedHolders
Q2 20245,697$290.8K<0.1%00.0%UnchangedHolders
Q1 20245,697$303.0K<0.1%−22−0.4%ReducedHolders
Q4 20235,719$319.2K<0.1%+22+0.4%AddedHolders
Q3 20235,697$236.7K<0.1%00.0%UnchangedHolders
Q2 20235,697$241.3K<0.1%−34−0.6%ReducedHolders
Q1 20235,731$248.8K<0.1%+34+0.6%AddedHolders
Q4 20225,697$380.8K<0.1%00.0%UnchangedHolders
Q3 20225,697$405.0K<0.1%00.0%UnchangedHolders
Q2 20225,697$418.0K<0.1%−947−14.3%ReducedHolders
Q1 20226,644$601.0K<0.1%+947+16.6%AddedHolders
Q4 20215,697$496.0K<0.1%−11−0.2%ReducedHolders
Q3 20215,708$459.0K<0.1%−26−0.5%ReducedHolders
Q2 20215,734$409.0K<0.1%−45−0.8%ReducedHolders
Q1 20215,779$415.0K<0.1%––Holders

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