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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

INNV holding history

InnovAge Holding Corp. 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.

INNV overviewAll 13F holders of INNVFull Q2 2026 holdings

Shares (Q2 2026)
7
Value
$84
% of portfolio
<0.1%
Quarters held
2
Since Q3 2025
Holdings of INNV by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267$84<0.1%+7NewHolders
Q4 20250$00.0%−26−100.0%Sold outHolders
Q3 202526$135<0.1%+26NewHolders