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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

UI holding history

Ubiquiti 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.

UI overviewAll 13F holders of UIFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q3 2022
Holdings of UI by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−4−100.0%Sold outHolders
Q4 20254$2.21K<0.1%−59−93.7%ReducedHolders
Q3 202563$41.6K<0.1%00.0%UnchangedHolders
Q2 202563$25.9K<0.1%+37+142.3%AddedHolders
Q1 202526$8.06K<0.1%+26NewHolders
Q4 20230$00.0%−12−100.0%Sold outHolders
Q3 202312$1.74K<0.1%+12NewHolders
Q2 20230$00.0%−22−100.0%Sold outHolders
Q1 202322$5.98K<0.1%00.0%UnchangedHolders
Q4 202222$6.02K<0.1%00.0%UnchangedHolders
Q3 202222$6.00K<0.1%+22NewHolders