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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

ROOT holding history

Root, 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.

ROOT overviewAll 13F holders of ROOTFull Q2 2026 holdings

Shares (Q2 2026)
3
Value
$168
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of ROOT by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263$168<0.1%−224−98.7%ReducedHolders
Q1 2026227$10.0K<0.1%00.0%UnchangedHolders
Q4 2025227$16.4K<0.1%+227NewHolders