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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

OR holding history

OR Royalties 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.

OR overviewAll 13F holders of ORFull Q2 2026 holdings

Shares (Q2 2026)
662
Value
$20.9K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2023
Holdings of OR by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026662$20.9K<0.1%+662NewHolders
Q2 20250$00.0%−54−100.0%Sold outHolders
Q1 202554$1.14K<0.1%00.0%UnchangedHolders
Q4 202454$978<0.1%00.0%UnchangedHolders
Q3 202454$1.00K<0.1%00.0%UnchangedHolders
Q2 202454$842<0.1%00.0%UnchangedHolders
Q1 202454$870<0.1%00.0%UnchangedHolders
Q4 202354$772<0.1%00.0%UnchangedHolders
Q3 202354$635<0.1%00.0%UnchangedHolders
Q2 202354$831<0.1%00.0%UnchangedHolders
Q1 202354$855<0.1%+54NewHolders