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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

EPAC holding history

Enerpac Tool Group Corp 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.

EPAC overviewAll 13F holders of EPACFull Q2 2026 holdings

Shares (Q2 2026)
43
Value
$1.54K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2024
Holdings of EPAC by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643$1.54K<0.1%+43NewHolders
Q4 20250$00.0%−414−100.0%Sold outHolders
Q3 2025414$17.0K<0.1%−682−62.2%ReducedHolders
Q2 20251,096$44.5K<0.1%−104−8.7%ReducedHolders
Q1 20251,200$53.8K<0.1%+744+163.2%AddedHolders
Q4 2024456$18.7K<0.1%+456NewHolders