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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

HASI holding history

HA Sustainable Infrastructure Capital, 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.

HASI overviewAll 13F holders of HASIFull Q2 2026 holdings

Shares (Q2 2026)
2,387
Value
$93.2K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of HASI by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,387$93.2K<0.1%+12+0.5%AddedHolders
Q1 20262,375$87.3K<0.1%+1,039+77.8%AddedHolders
Q4 20251,336$42.0K<0.1%+162+13.8%AddedHolders
Q3 20251,174$36.0K<0.1%00.0%UnchangedHolders
Q2 20251,174$31.5K<0.1%00.0%UnchangedHolders
Q1 20251,174$34.3K<0.1%+801+214.7%AddedHolders
Q4 2024373$10.0K<0.1%00.0%UnchangedHolders
Q3 2024373$12.9K<0.1%+357+2,231.3%AddedHolders
Q2 202416$474<0.1%+16NewHolders