Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

NWN holding history

Northwest Natural Holding Co 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.

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

Shares (Q2 2026): 20
Value: $983
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of NWN by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20	$983	<0.1%	−153−88.4%	Reduced	Holders
Q1 2026	173	$9.21K	<0.1%	+173	New	Holders
Q4 2025	0	$0	0.0%	−209−100.0%	Sold out	Holders
Q3 2025	209	$9.39K	<0.1%	+209	New	Holders