Skip to main content

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

CRS holding history

Carpenter Technology Corp 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.

CRS overviewAll 13F holders of CRSFull Q2 2026 holdings

Shares (Q2 2026)
202
Value
$124.6K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of CRS by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026202$124.6K<0.1%−322−61.5%ReducedHolders
Q1 2026524$206.5K<0.1%+302+136.0%AddedHolders
Q4 2025222$69.9K<0.1%−15−6.3%ReducedHolders
Q3 2025237$58.2K<0.1%+36+17.9%AddedHolders
Q2 2025201$55.6K<0.1%+110+120.9%AddedHolders
Q1 202591$16.5K<0.1%00.0%UnchangedHolders
Q4 202491$15.4K<0.1%+91NewHolders