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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

TEAF holding history

Tortoise Sustainable & Social Impact Term Fund 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.

TEAF overviewAll 13F holders of TEAFFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q3 2021
Holdings of TEAF by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−343−100.0%Sold outHolders
Q3 2025343$4.03K<0.1%+8+2.4%AddedHolders
Q2 2025335$4.10K<0.1%−682−67.1%ReducedHolders
Q1 20251,017$11.6K<0.1%+23+2.3%AddedHolders
Q4 2024994$11.9K<0.1%−629−38.8%ReducedHolders
Q3 20241,623$21.2K<0.1%+35+2.2%AddedHolders
Q2 20241,588$18.3K<0.1%−423−21.0%ReducedHolders
Q1 20242,011$23.7K<0.1%+77+4.0%AddedHolders
Q4 20231,934$22.6K<0.1%+1,934NewHolders
Q1 20230$00.0%−983−100.0%Sold outHolders
Q4 2022983$12.6K<0.1%+20+2.1%AddedHolders
Q3 2022963$12.0K<0.1%+17+1.8%AddedHolders
Q2 2022946$13.0K<0.1%+17+1.8%AddedHolders
Q1 2022929$14.0K<0.1%+15+1.6%AddedHolders
Q4 2021914$13.0K<0.1%+14+1.6%AddedHolders
Q3 2021900$13.0K<0.1%+900NewHolders