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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

MNDY holding history

monday.com Ltd. 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.

MNDY overviewAll 13F holders of MNDYFull Q2 2026 holdings

Shares (Q2 2026)
3,678
Value
$266.3K
% of portfolio
<0.1%
Quarters held
8
Since Q4 2023
Holdings of MNDY by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,678$266.3K<0.1%+3,678NewHolders
Q3 20250$00.0%−165−100.0%Sold outHolders
Q2 2025165$51.9K<0.1%00.0%UnchangedHolders
Q1 2025165$40.1K<0.1%−3−1.8%ReducedHolders
Q4 2024168$39.6K<0.1%−346−67.3%ReducedHolders
Q3 2024514$142.8K<0.1%+140+37.4%AddedHolders
Q2 2024374$90.0K<0.1%+74+24.7%AddedHolders
Q1 2024300$54.4K<0.1%+40+15.4%AddedHolders
Q4 2023260$48.8K<0.1%+260NewHolders