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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

UVE holding history

Universal Insurance Holdings, 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.

UVE overviewAll 13F holders of UVEFull Q2 2026 holdings

Shares (Q2 2026)
120
Value
$4.96K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of UVE by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026120$4.96K<0.1%+20+20.0%AddedHolders
Q1 2026100$3.42K<0.1%00.0%UnchangedHolders
Q4 2025100$3.38K<0.1%−226−69.3%ReducedHolders
Q3 2025326$8.57K<0.1%+31+10.5%AddedHolders
Q2 2025295$8.18K<0.1%+195+195.0%AddedHolders
Q1 2025100$2.37K<0.1%+100NewHolders