Clearstead Advisors, LLC
- SEC CIK
- 0000842775
- Latest filing
- Aug 6, 2026
SMAR holding history
Smartsheet 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.
SMAR overviewAll 13F holders of SMARFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −191−100.0% | Sold out | Holders |
| Q3 2024 | 191 | $10.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 191 | $8.42K | <0.1% | +191 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −910−100.0% | Sold out | Holders |
| Q4 2023 | 910 | $43.5K | <0.1% | +35+4.0% | Added | Holders |
| Q3 2023 | 875 | $35.4K | <0.1% | −338−27.9% | Reduced | Holders |
| Q2 2023 | 1,213 | $46.4K | <0.1% | +1,213 | New | Holders |