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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

SAIL holding history

SailPoint, 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.

SAIL overviewAll 13F holders of SAILFull Q2 2026 holdings

Shares (Q2 2026)
276
Value
$4.04K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of SAIL by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026276$4.04K<0.1%+276NewHolders