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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

UPXI holding history

Upexi, 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.

UPXI overviewAll 13F holders of UPXIFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2025
Holdings of UPXI by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−16,000−100.0%Sold outHolders
Q1 202616,000$15.8K<0.1%00.0%UnchangedHolders
Q4 202516,000$26.9K<0.1%+16,000NewHolders