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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

MMS holding history

Maximus, 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.

MMS overviewAll 13F holders of MMSFull Q2 2026 holdings

Shares (Q2 2026)
111
Value
$5.97K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of MMS by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026111$5.97K<0.1%+91+455.0%AddedHolders
Q1 202620$1.28K<0.1%−947−97.9%ReducedHolders
Q4 2025967$83.5K<0.1%+617+176.3%AddedHolders
Q3 2025350$32.0K<0.1%+88+33.6%AddedHolders
Q2 2025262$18.4K<0.1%+260+13,000.0%AddedHolders
Q1 20252$137<0.1%−1−33.3%ReducedHolders
Q4 20243$224<0.1%+3NewHolders