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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

KVYO holding history

Klaviyo, 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.

KVYO overviewAll 13F holders of KVYOFull Q2 2026 holdings

Shares (Q2 2026)
208
Value
$3.14K
% of portfolio
<0.1%
Quarters held
2
Since Q4 2025
Holdings of KVYO by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026208$3.14K<0.1%+208NewHolders
Q1 20260$00.0%−4−100.0%Sold outHolders
Q4 20254$130<0.1%+4NewHolders