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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

RKT holding history

Rocket Companies, 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.

RKT overviewAll 13F holders of RKTFull Q2 2026 holdings

Shares (Q2 2026)
84,890
Value
$1.34M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of RKT by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202684,890$1.34M<0.1%+4,797+6.0%AddedHolders
Q1 202680,093$1.14M<0.1%+130.0%AddedHolders
Q4 202580,080$1.55M<0.1%−40.0%ReducedHolders
Q3 202580,084$1.55M<0.1%+240.0%AddedHolders
Q2 202580,060$1.14M<0.1%−190−0.2%ReducedHolders
Q1 202580,250$968.6K<0.1%00.0%UnchangedHolders
Q4 202480,250$903.6K<0.1%00.0%UnchangedHolders
Q3 202480,250$1.54M<0.1%00.0%UnchangedHolders
Q2 202480,250$1.10M<0.1%00.0%UnchangedHolders
Q1 202480,250$1.16M0.1%−58,806−42.3%ReducedHolders
Q4 2023139,056$2.01M0.1%+138,806+55,522.4%AddedHolders
Q3 2023250$2.04K<0.1%00.0%UnchangedHolders
Q2 2023250$2.24K<0.1%−1−0.4%ReducedHolders
Q1 2023251$2.27K<0.1%00.0%UnchangedHolders
Q4 2022251$1.75K<0.1%00.0%UnchangedHolders
Q3 2022251$2.00K<0.1%+100+66.2%AddedHolders
Q2 2022151$1.00K<0.1%00.0%UnchangedHolders
Q1 2022151$2.00K<0.1%−2,552−94.4%ReducedHolders
Q4 20212,703$38.0K<0.1%00.0%UnchangedHolders
Q3 20212,703$43.0K<0.1%−52−1.9%ReducedHolders
Q2 20212,755$53.0K<0.1%00.0%UnchangedHolders
Q1 20212,755$64.0K<0.1%––Holders

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