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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

CZWI holding history

Citizens Community Bancorp 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.

CZWI overviewAll 13F holders of CZWIFull Q2 2026 holdings

Shares (Q2 2026)
107
Value
$2.50K
% of portfolio
<0.1%
Quarters held
2
Since Q3 2025
Holdings of CZWI by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026107$2.50K<0.1%+107NewHolders
Q4 20250$00.0%−6−100.0%Sold outHolders
Q3 20256$97<0.1%+6NewHolders