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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

PATK holding history

Patrick Industries 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.

PATK overviewAll 13F holders of PATKFull Q2 2026 holdings

Shares (Q2 2026)
2,195
Value
$197.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PATK by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,195$197.1K<0.1%+5+0.2%AddedHolders
Q1 20262,190$243.2K<0.1%00.0%UnchangedHolders
Q4 20252,190$237.5K<0.1%00.0%UnchangedHolders
Q3 20252,190$226.5K<0.1%−122−5.3%ReducedHolders
Q2 20252,312$213.3K<0.1%−83−3.5%ReducedHolders
Q1 20252,395$202.5K<0.1%+84+3.6%AddedHolders
Q4 20242,311$192.0K<0.1%+770+50.0%AddedHolders
Q3 20241,541$219.4K<0.1%+81+5.5%AddedHolders
Q2 20241,460$158.5K<0.1%00.0%UnchangedHolders
Q1 20241,460$165.0K<0.1%00.0%UnchangedHolders
Q4 20231,460$146.5K<0.1%00.0%UnchangedHolders
Q3 20231,460$109.6K<0.1%00.0%UnchangedHolders
Q2 20231,460$116.8K<0.1%00.0%UnchangedHolders
Q1 20231,460$100.5K<0.1%00.0%UnchangedHolders
Q4 20221,460$88.5K<0.1%00.0%UnchangedHolders
Q3 20221,460$64.0K<0.1%−3,500−70.6%ReducedHolders
Q2 20224,960$257.0K<0.1%00.0%UnchangedHolders
Q1 20224,960$299.0K<0.1%+785+18.8%AddedHolders
Q4 20214,175$337.0K<0.1%−279−6.3%ReducedHolders
Q3 20214,454$371.0K<0.1%+3,779+559.9%AddedHolders
Q2 2021675$49.0K<0.1%00.0%UnchangedHolders
Q1 2021675$57.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.