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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

DSGX holding history

Descartes Systems Group 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.

DSGX overviewAll 13F holders of DSGXFull Q2 2026 holdings

Shares (Q2 2026)
264
Value
$18.3K
% of portfolio
<0.1%
Quarters held
18
Since Q3 2021
Holdings of DSGX by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026264$18.3K<0.1%+264NewHolders
Q1 20260$00.0%−1,047−100.0%Sold outHolders
Q4 20251,047$91.8K<0.1%+824+369.5%AddedHolders
Q3 2025223$21.0K<0.1%+94+72.9%AddedHolders
Q2 2025129$13.1K<0.1%−41−24.1%ReducedHolders
Q1 2025170$17.1K<0.1%00.0%UnchangedHolders
Q4 2024170$19.3K<0.1%−555−76.6%ReducedHolders
Q3 2024725$74.6K<0.1%+55+8.2%AddedHolders
Q2 2024670$64.9K<0.1%+115+20.7%AddedHolders
Q1 2024555$54.1K<0.1%+540+3,600.0%AddedHolders
Q4 202315$1.26K<0.1%00.0%UnchangedHolders
Q3 202315$1.10K<0.1%00.0%UnchangedHolders
Q2 202315$1.20K<0.1%00.0%UnchangedHolders
Q1 202315$1.21K<0.1%00.0%UnchangedHolders
Q4 202215$1.04K<0.1%00.0%UnchangedHolders
Q3 202215$1.00K<0.1%00.0%UnchangedHolders
Q2 202215$1.00K<0.1%−19−55.9%ReducedHolders
Q1 202234$2.00K<0.1%+34NewHolders
Q4 20210$00.0%−284−100.0%Sold outHolders
Q3 2021284$23.0K<0.1%+284NewHolders