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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

CTXS holding history

Citrix Systems 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.

CTXS overviewAll 13F holders of CTXSFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of CTXS by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−618−100.0%Sold outHolders
Q3 2022618$64.0K<0.1%00.0%UnchangedHolders
Q2 2022618$60.0K<0.1%−82−11.7%ReducedHolders
Q1 2022700$71.0K<0.1%+143+25.7%AddedHolders
Q4 2021557$53.0K<0.1%+344+161.5%AddedHolders
Q3 2021213$23.0K<0.1%+194+1,021.1%AddedHolders
Q2 202119$2.00K<0.1%−2−9.5%ReducedHolders
Q1 202121$3.00K<0.1%––Holders

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