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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

RY holding history

Royal Bank of Canada 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.

RY overviewAll 13F holders of RYFull Q2 2026 holdings

Shares (Q2 2026)
16,986
Value
$3.52M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of RY by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,986$3.52M<0.1%+2,512+17.4%AddedHolders
Q1 202614,474$2.34M<0.1%−389−2.6%ReducedHolders
Q4 202514,863$2.53M<0.1%−1,272−7.9%ReducedHolders
Q3 202516,135$2.38M<0.1%+367+2.3%AddedHolders
Q2 202515,768$2.07M<0.1%−30−0.2%ReducedHolders
Q1 202515,798$1.78M<0.1%+1,038+7.0%AddedHolders
Q4 202414,760$1.78M<0.1%+180+1.2%AddedHolders
Q3 202414,580$1.82M<0.1%00.0%UnchangedHolders
Q2 202414,580$1.55M<0.1%+12,595+634.5%AddedHolders
Q1 20241,985$207.7K<0.1%00.0%UnchangedHolders
Q4 20231,985$200.7K<0.1%00.0%UnchangedHolders
Q3 20231,985$173.6K<0.1%00.0%UnchangedHolders
Q2 20231,985$189.6K<0.1%00.0%UnchangedHolders
Q1 20231,985$189.7K<0.1%−220−10.0%ReducedHolders
Q4 20222,205$207.3K<0.1%00.0%UnchangedHolders
Q3 20222,205$199.0K<0.1%00.0%UnchangedHolders
Q2 20222,205$213.0K<0.1%00.0%UnchangedHolders
Q1 20222,205$243.0K<0.1%00.0%UnchangedHolders
Q4 20212,205$234.0K<0.1%00.0%UnchangedHolders
Q3 20212,205$219.0K<0.1%+220+11.1%AddedHolders
Q2 20211,985$201.0K<0.1%+1+0.1%AddedHolders
Q1 20211,984$183.0K<0.1%––Holders

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