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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
20,124
Value
$1.22M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,124$1.22M<0.1%+3,758+23.0%AddedHolders
Q1 202616,366$851.2K<0.1%−4,822−22.8%ReducedHolders
Q4 202521,188$1.13M<0.1%+10,796+103.9%AddedHolders
Q3 202510,392$502.2K<0.1%−487−4.5%ReducedHolders
Q2 202510,879$492.3K<0.1%+1,829+20.2%AddedHolders
Q1 20259,050$382.1K<0.1%−170−1.8%ReducedHolders
Q4 20249,220$441.0K<0.1%−448−4.6%ReducedHolders
Q3 20249,668$442.1K<0.1%−10,671−52.5%ReducedHolders
Q2 202420,339$807.4K<0.1%+876+4.5%AddedHolders
Q1 202419,463$807.5K<0.1%−420−2.1%ReducedHolders
Q4 202319,883$860.5K<0.1%−2,142−9.7%ReducedHolders
Q3 202322,025$728.2K<0.1%−721−3.2%ReducedHolders
Q2 202322,746$751.5K<0.1%+3,349+17.3%AddedHolders
Q1 202319,397$699.3K0.1%+567+3.0%AddedHolders
Q4 202218,830$821.2K0.1%+182+1.0%AddedHolders
Q3 202218,648$752.0K0.1%+642+3.6%AddedHolders
Q2 202218,006$829.0K0.1%+276+1.6%AddedHolders
Q1 202217,730$942.0K0.1%+565+3.3%AddedHolders
Q4 202117,165$964.0K0.1%+9,089+112.5%AddedHolders
Q3 20218,076$480.0K<0.1%+176+2.2%AddedHolders
Q2 20217,900$450.0K<0.1%+148+1.9%AddedHolders
Q1 20217,752$429.0K<0.1%––Holders

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