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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

LGN holding history

Legence 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.

LGN overviewAll 13F holders of LGNFull Q2 2026 holdings

Shares (Q2 2026)
87
Value
$7.42K
% of portfolio
<0.1%
Quarters held
2
Since Q4 2025
Holdings of LGN by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202687$7.42K<0.1%+87NewHolders
Q1 20260$00.0%−3,260−100.0%Sold outHolders
Q4 20253,260$140.3K<0.1%+3,260NewHolders