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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

TMDX holding history

TransMedics Group, 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.

TMDX overviewAll 13F holders of TMDXFull Q2 2026 holdings

Shares (Q2 2026)
152
Value
$10.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TMDX by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026152$10.1K<0.1%+2+1.3%AddedHolders
Q1 2026150$14.9K<0.1%−32−17.6%ReducedHolders
Q4 2025182$22.1K<0.1%00.0%UnchangedHolders
Q3 2025182$20.4K<0.1%−14−7.1%ReducedHolders
Q2 2025196$26.3K<0.1%+24+14.0%AddedHolders
Q1 2025172$11.6K<0.1%+22+14.7%AddedHolders
Q4 2024150$9.35K<0.1%−87−36.7%ReducedHolders
Q3 2024237$37.2K<0.1%00.0%UnchangedHolders
Q2 2024237$35.7K<0.1%+87+58.0%AddedHolders
Q1 2024150$19.8K<0.1%00.0%UnchangedHolders
Q4 2023150$11.8K<0.1%00.0%UnchangedHolders
Q3 2023150$8.21K<0.1%00.0%UnchangedHolders
Q2 2023150$12.6K<0.1%00.0%UnchangedHolders
Q1 2023150$11.4K<0.1%00.0%UnchangedHolders
Q4 2022150$9.26K<0.1%00.0%UnchangedHolders
Q3 2022150$6.00K<0.1%00.0%UnchangedHolders
Q2 2022150$5.00K<0.1%00.0%UnchangedHolders
Q1 2022150$4.00K<0.1%00.0%UnchangedHolders
Q4 2021150$3.00K<0.1%00.0%UnchangedHolders
Q3 2021150$5.00K<0.1%00.0%UnchangedHolders
Q2 2021150$5.00K<0.1%00.0%UnchangedHolders
Q1 2021150$6.00K<0.1%––Holders

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