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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

HSY holding history

Hershey Co 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.

HSY overviewAll 13F holders of HSYFull Q2 2026 holdings

Shares (Q2 2026)
8,328
Value
$1.46M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HSY by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,328$1.46M<0.1%+4,195+101.5%AddedHolders
Q1 20264,133$859.3K<0.1%−1,660−28.7%ReducedHolders
Q4 20255,793$1.05M<0.1%−118−2.0%ReducedHolders
Q3 20255,911$1.11M<0.1%+297+5.3%AddedHolders
Q2 20255,614$931.6K<0.1%+1,310+30.4%AddedHolders
Q1 20254,304$736.0K<0.1%−2,343−35.2%ReducedHolders
Q4 20246,647$1.13M<0.1%+1,190+21.8%AddedHolders
Q3 20245,457$1.05M<0.1%+1,218+28.7%AddedHolders
Q2 20244,239$779.3K<0.1%+4,001+1,681.1%AddedHolders
Q1 2024238$49.9K<0.1%−215−47.5%ReducedHolders
Q4 2023453$84.5K<0.1%+22+5.1%AddedHolders
Q3 2023431$86.2K<0.1%+13+3.1%AddedHolders
Q2 2023418$104.4K<0.1%00.0%UnchangedHolders
Q1 2023418$106.3K<0.1%+14+3.5%AddedHolders
Q4 2022404$93.6K<0.1%00.0%UnchangedHolders
Q3 2022404$89.0K<0.1%+28+7.4%AddedHolders
Q2 2022376$81.0K<0.1%00.0%UnchangedHolders
Q1 2022376$81.0K<0.1%−258−40.7%ReducedHolders
Q4 2021634$123.0K<0.1%+14+2.3%AddedHolders
Q3 2021620$105.0K<0.1%+12+2.0%AddedHolders
Q2 2021608$106.0K<0.1%+10+1.7%AddedHolders
Q1 2021598$95.0K<0.1%––Holders

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