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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

PRU holding history

Prudential Financial 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.

PRU overviewAll 13F holders of PRUFull Q2 2026 holdings

Shares (Q2 2026)
16,515
Value
$1.78M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PRU by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,515$1.78M<0.1%−237−1.4%ReducedHolders
Q1 202616,752$1.64M<0.1%+954+6.0%AddedHolders
Q4 202515,798$1.78M<0.1%+505+3.3%AddedHolders
Q3 202515,293$1.59M<0.1%+495+3.3%AddedHolders
Q2 202514,798$1.59M<0.1%+970+7.0%AddedHolders
Q1 202513,828$1.54M<0.1%−513−3.6%ReducedHolders
Q4 202414,341$1.70M<0.1%+68+0.5%AddedHolders
Q3 202414,273$1.73M<0.1%+227+1.6%AddedHolders
Q2 202414,046$1.65M<0.1%+10,735+324.2%AddedHolders
Q1 20243,311$390.1K<0.1%−18−0.5%ReducedHolders
Q4 20233,329$345.2K<0.1%−787−19.1%ReducedHolders
Q3 20234,116$390.6K<0.1%+4+0.1%AddedHolders
Q2 20234,112$362.8K<0.1%+151+3.8%AddedHolders
Q1 20233,961$327.7K<0.1%−477−10.7%ReducedHolders
Q4 20224,438$441.4K<0.1%−128−2.8%ReducedHolders
Q3 20224,566$392.0K<0.1%+17+0.4%AddedHolders
Q2 20224,549$435.0K<0.1%+347+8.3%AddedHolders
Q1 20224,202$497.0K<0.1%+916+27.9%AddedHolders
Q4 20213,286$356.0K<0.1%+168+5.4%AddedHolders
Q3 20213,118$328.0K<0.1%00.0%UnchangedHolders
Q2 20213,118$320.0K<0.1%+239+8.3%AddedHolders
Q1 20212,879$262.0K<0.1%––Holders

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