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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

FOCS holding history

Focus Financial Partners 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.

FOCS overviewAll 13F holders of FOCSFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2022
Holdings of FOCS by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−245−100.0%Sold outHolders
Q1 2022245$11.0K<0.1%+245NewHolders