Clearstead Advisors, LLC
- SEC CIK
- 0000842775
- Latest filing
- Aug 6, 2026
DBX holding history
Dropbox, 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.
DBX overviewAll 13F holders of DBXFull Q2 2026 holdings
- Shares (Q2 2026)
- 7,923
- Value
- $217.6K
- % of portfolio
- <0.1%
- Quarters held
- 21
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 7,923 | $217.6K | <0.1% | −7,874−49.8% | Reduced | Holders |
| Q1 2026 | 15,797 | $358.9K | <0.1% | +15,201+2,550.5% | Added | Holders |
| Q4 2025 | 596 | $16.6K | <0.1% | +404+210.4% | Added | Holders |
| Q3 2025 | 192 | $5.80K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 192 | $5.49K | <0.1% | +132+220.0% | Added | Holders |
| Q1 2025 | 60 | $1.60K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 60 | $1.80K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 60 | $1.53K | <0.1% | −285,815−100.0% | Reduced | Holders |
| Q2 2024 | 285,875 | $6.42M | 0.1% | +285,815+476,358.3% | Added | Holders |
| Q1 2024 | 60 | $1.43K | <0.1% | +10+20.0% | Added | Holders |
| Q4 2023 | 50 | $1.47K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 50 | $1.36K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 50 | $1.33K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 50 | $1.08K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 50 | $1.12K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 50 | $1.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 50 | $1.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 50 | $1.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 50 | $1.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 50 | $1.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 50 | $2.00K | <0.1% | +50 | New | Holders |