Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

MITT holding history

TPG Mortgage Investment Trust, 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.

MITT overview All 13F holders of MITT Full Q2 2026 holdings

Shares (Q2 2026): 680
Value: $5.39K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of MITT by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	680	$5.39K	<0.1%	+240+54.5%	Added	Holders
Q1 2026	440	$3.22K	<0.1%	+87+24.6%	Added	Holders
Q4 2025	353	$3.01K	<0.1%	+350+11,666.7%	Added	Holders
Q3 2025	3	$22	<0.1%	+3	New	Holders