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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

NDAQ holding history

Nasdaq, 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.

NDAQ overviewAll 13F holders of NDAQFull Q2 2026 holdings

Shares (Q2 2026)
4,374
Value
$344.8K
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of NDAQ by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,374$344.8K<0.1%+1,663+61.3%AddedHolders
Q1 20262,711$230.1K<0.1%−1,320−32.7%ReducedHolders
Q4 20254,031$391.5K<0.1%−485−10.7%ReducedHolders
Q3 20254,516$399.4K<0.1%+415+10.1%AddedHolders
Q2 20254,101$366.7K<0.1%+1,370+50.2%AddedHolders
Q1 20252,731$207.2K<0.1%−1,392−33.8%ReducedHolders
Q4 20244,123$318.8K<0.1%+1,234+42.7%AddedHolders
Q3 20242,889$210.9K<0.1%+166+6.1%AddedHolders
Q2 20242,723$164.1K<0.1%+842+44.8%AddedHolders
Q1 20241,881$114.0K<0.1%−297−13.6%ReducedHolders
Q4 20232,178$126.6K<0.1%−84−3.7%ReducedHolders
Q3 20232,262$109.9K<0.1%−174−7.1%ReducedHolders
Q2 20232,436$121.4K<0.1%+162+7.1%AddedHolders
Q1 20232,274$124.3K<0.1%+12+0.5%AddedHolders
Q4 20222,262$138.8K<0.1%00.0%UnchangedHolders
Q3 20222,262$128.0K<0.1%+168+8.0%AddedConverted for a 3-for-1 splitHolders
Q2 2022698$106.0K<0.1%−204−22.6%ReducedHolders
Q1 2022902$161.0K<0.1%00.0%UnchangedHolders
Q4 2021902$189.0K<0.1%00.0%UnchangedHolders
Q3 2021902$174.0K<0.1%+895+12,785.7%AddedHolders
Q2 20217$1.00K<0.1%+7NewHolders