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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

EW holding history

Edwards Lifesciences 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.

EW overviewAll 13F holders of EWFull Q2 2026 holdings

Shares (Q2 2026)
6,100
Value
$551.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EW by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,100$551.8K<0.1%+3,126+105.1%AddedHolders
Q1 20262,974$238.2K<0.1%−6,167−67.5%ReducedHolders
Q4 20259,141$779.3K<0.1%+3,242+55.0%AddedHolders
Q3 20255,899$458.8K<0.1%+561+10.5%AddedHolders
Q2 20255,338$417.5K<0.1%+2,956+124.1%AddedHolders
Q1 20252,382$172.6K<0.1%+271+12.8%AddedHolders
Q4 20242,111$156.3K<0.1%−516−19.6%ReducedHolders
Q3 20242,627$173.4K<0.1%−1,760−40.1%ReducedHolders
Q2 20244,387$405.2K<0.1%−1,366−23.7%ReducedHolders
Q1 20245,753$487.3K<0.1%−405−6.6%ReducedHolders
Q4 20236,158$469.5K<0.1%−1,008−14.1%ReducedHolders
Q3 20237,166$496.5K<0.1%+1,543+27.4%AddedHolders
Q2 20235,623$530.4K<0.1%00.0%UnchangedHolders
Q1 20235,623$465.2K<0.1%+1,638+41.1%AddedHolders
Q4 20223,985$297.3K<0.1%+1,124+39.3%AddedHolders
Q3 20222,861$236.0K<0.1%−51−1.8%ReducedHolders
Q2 20222,912$277.0K<0.1%−1,042−26.4%ReducedHolders
Q1 20223,954$465.0K<0.1%+1,059+36.6%AddedHolders
Q4 20212,895$375.0K<0.1%−198−6.4%ReducedHolders
Q3 20213,093$350.0K<0.1%−107−3.3%ReducedHolders
Q2 20213,200$331.0K<0.1%+127+4.1%AddedHolders
Q1 20213,073$257.0K<0.1%––Holders

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