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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

TFIN holding history

Triumph Financial, 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.

TFIN overviewAll 13F holders of TFINFull Q2 2026 holdings

Shares (Q2 2026)
1,539
Value
$117.4K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of TFIN by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,539$117.4K<0.1%+6+0.4%AddedHolders
Q1 20261,533$91.5K<0.1%+1,533NewHolders