Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

FBP holding history

First Bancorp 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.

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

Shares (Q2 2026): 100
Value: $2.61K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of FBP by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	100	$2.61K	<0.1%	+100	New	Holders
Q4 2025	0	$0	0.0%	−1,010−100.0%	Sold out	Holders
Q3 2025	1,010	$22.3K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	1,010	$21.0K	<0.1%	+1,010	New	Holders