Clearstead Advisors, LLC
- SEC CIK
- 0000842775
- Latest filing
- Aug 6, 2026
VERX holding history
Vertex, 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.
VERX overviewAll 13F holders of VERXFull Q2 2026 holdings
- Shares (Q2 2026)
- 23
- Value
- $265
- % of portfolio
- <0.1%
- Quarters held
- 2
- Since Q1 2025