Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

DFIN holding history

Donnelley Financial Solutions, 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.

DFIN overview All 13F holders of DFIN Full Q2 2026 holdings

Shares (Q2 2026): 25
Value: $1.05K
% of portfolio: <0.1%
Quarters held: 2; Since Q3 2025

Holdings of DFIN by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25	$1.05K	<0.1%	+25	New	Holders
Q4 2025	0	$0	0.0%	−4,300−100.0%	Sold out	Holders
Q3 2025	4,300	$221.1K	<0.1%	+4,300	New	Holders