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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

HUBS holding history

HubSpot 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.

HUBS overviewAll 13F holders of HUBSFull Q2 2026 holdings

Shares (Q2 2026)
704
Value
$128.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HUBS by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026704$128.5K<0.1%+469+199.6%AddedHolders
Q1 2026235$57.4K<0.1%−35−13.0%ReducedHolders
Q4 2025270$108.4K<0.1%−197−42.2%ReducedHolders
Q3 2025467$218.5K<0.1%+84+21.9%AddedHolders
Q2 2025383$213.2K<0.1%+46+13.6%AddedHolders
Q1 2025337$192.5K<0.1%+61+22.1%AddedHolders
Q4 2024276$192.3K<0.1%−1−0.4%ReducedHolders
Q3 2024277$147.3K<0.1%−41−12.9%ReducedHolders
Q2 2024318$187.6K<0.1%+100+45.9%AddedHolders
Q1 2024218$130.3K<0.1%+5+2.3%AddedHolders
Q4 2023213$123.7K<0.1%+55+34.8%AddedHolders
Q3 2023158$77.8K<0.1%−139−46.8%ReducedHolders
Q2 2023297$158.0K<0.1%+25+9.2%AddedHolders
Q1 2023272$116.6K<0.1%+130+91.5%AddedHolders
Q4 2022142$41.1K<0.1%00.0%UnchangedHolders
Q3 2022142$38.0K<0.1%00.0%UnchangedHolders
Q2 2022142$43.0K<0.1%00.0%UnchangedHolders
Q1 2022142$67.0K<0.1%00.0%UnchangedHolders
Q4 2021142$94.0K<0.1%−106−42.7%ReducedHolders
Q3 2021248$168.0K<0.1%00.0%UnchangedHolders
Q2 2021248$145.0K<0.1%00.0%UnchangedHolders
Q1 2021248$113.0K<0.1%––Holders

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