Skip to main content

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

IMO holding history

Imperial Oil Ltd 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.

IMO overviewAll 13F holders of IMOFull Q2 2026 holdings

Shares (Q2 2026)
4,427
Value
$495.9K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2024
Holdings of IMO by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,427$495.9K<0.1%+4,427NewHolders
Q1 20260$00.0%−1,823−100.0%Sold outHolders
Q4 20251,823$157.3K<0.1%00.0%UnchangedHolders
Q3 20251,823$165.4K<0.1%−40−2.1%ReducedHolders
Q2 20251,863$148.1K<0.1%+40+2.2%AddedHolders
Q1 20251,823$131.8K<0.1%00.0%UnchangedHolders
Q4 20241,823$112.3K<0.1%00.0%UnchangedHolders
Q3 20241,823$128.4K<0.1%00.0%UnchangedHolders
Q2 20241,823$124.4K<0.1%00.0%UnchangedHolders
Q1 20241,823$126.9K<0.1%+1,823NewHolders