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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

FLNC holding history

Fluence 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.

FLNC overviewAll 13F holders of FLNCFull Q2 2026 holdings

Shares (Q2 2026)
79
Value
$1.57K
% of portfolio
<0.1%
Quarters held
10
Since Q3 2023
Holdings of FLNC by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202679$1.57K<0.1%+79NewHolders
Q4 20250$00.0%−227−100.0%Sold outHolders
Q3 2025227$2.45K<0.1%−15−6.2%ReducedHolders
Q2 2025242$1.62K<0.1%+187+340.0%AddedHolders
Q1 202555$267<0.1%00.0%UnchangedHolders
Q4 202455$874<0.1%00.0%UnchangedHolders
Q3 202455$1.25K<0.1%00.0%UnchangedHolders
Q2 202455$954<0.1%00.0%UnchangedHolders
Q1 202455$958<0.1%00.0%UnchangedHolders
Q4 202355$1.31K<0.1%00.0%UnchangedHolders
Q3 202355$1.26K<0.1%+55NewHolders