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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

UFPI holding history

Ufp Industries 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.

UFPI overviewAll 13F holders of UFPIFull Q2 2026 holdings

Shares (Q2 2026)
31
Value
$2.81K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2021
Holdings of UFPI by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631$2.81K<0.1%+11+55.0%AddedHolders
Q1 202620$1.84K<0.1%−190−90.5%ReducedHolders
Q4 2025210$19.1K<0.1%+119+130.8%AddedHolders
Q3 202591$8.51K<0.1%+30+49.2%AddedHolders
Q2 202561$6.06K<0.1%+59+2,950.0%AddedHolders
Q1 20252$215<0.1%−33−94.3%ReducedHolders
Q4 202435$3.94K<0.1%+35NewHolders
Q3 20240$00.0%−25−100.0%Sold outHolders
Q2 202425$2.80K<0.1%00.0%UnchangedHolders
Q1 202425$2.97K<0.1%+25NewHolders
Q2 20230$00.0%−292−100.0%Sold outHolders
Q1 2023292$23.2K<0.1%00.0%UnchangedHolders
Q4 2022292$23.1K<0.1%00.0%UnchangedHolders
Q3 2022292$21.0K<0.1%00.0%UnchangedHolders
Q2 2022292$20.0K<0.1%00.0%UnchangedHolders
Q1 2022292$23.0K<0.1%−247−45.8%ReducedHolders
Q4 2021539$50.0K<0.1%−95−15.0%ReducedHolders
Q3 2021634$43.0K<0.1%+634NewHolders