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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

ENPH holding history

Enphase Energy, 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.

ENPH overviewAll 13F holders of ENPHFull Q2 2026 holdings

Shares (Q2 2026)
1,962
Value
$96.6K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of ENPH by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,962$96.6K<0.1%+1,962NewHolders
Q1 20260$00.0%−34−100.0%Sold outHolders
Q4 202534$1.09K<0.1%−7−17.1%ReducedHolders
Q3 202541$1.45K<0.1%−74−64.3%ReducedHolders
Q2 2025115$4.56K<0.1%−113−49.6%ReducedHolders
Q1 2025228$14.1K<0.1%+192+533.3%AddedHolders
Q4 202436$2.47K<0.1%−107,496−100.0%ReducedHolders
Q3 2024107,532$12.2M0.2%+60,677+129.5%AddedHolders
Q2 202446,855$4.67M0.1%+46,855NewHolders
Q1 20240$00.0%−22−100.0%Sold outHolders
Q4 202322$2.91K<0.1%+22NewHolders
Q3 20230$00.0%−1,195−100.0%Sold outHolders
Q2 20231,195$200.1K<0.1%−7−0.6%ReducedHolders
Q1 20231,202$252.8K<0.1%−503−29.5%ReducedHolders
Q4 20221,705$451.8K<0.1%+294+20.8%AddedHolders
Q3 20221,411$392.0K<0.1%+565+66.8%AddedHolders
Q2 2022846$165.0K<0.1%+731+635.7%AddedHolders
Q1 2022115$23.0K<0.1%00.0%UnchangedHolders
Q4 2021115$21.0K<0.1%00.0%UnchangedHolders
Q3 2021115$17.0K<0.1%00.0%UnchangedHolders
Q2 2021115$21.0K<0.1%00.0%UnchangedHolders
Q1 2021115$19.0K<0.1%––Holders

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