Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company 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.

WFC overview All 13F holders of WFC Full Q2 2026 holdings

Shares (Q2 2026): 121,810
Value: $10.1M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WFC by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	121,810	$10.1M	0.1%	−400−0.3%	Reduced	Holders
Q1 2026	122,210	$9.73M	0.1%	+14,378+13.3%	Added	Holders
Q4 2025	107,832	$10.0M	0.1%	+6,104+6.0%	Added	Holders
Q3 2025	101,728	$8.53M	0.1%	+4,569+4.7%	Added	Holders
Q2 2025	97,159	$7.78M	0.1%	+12,512+14.8%	Added	Holders
Q1 2025	84,647	$6.08M	0.1%	−7,055−7.7%	Reduced	Holders
Q4 2024	91,702	$6.44M	0.1%	−556−0.6%	Reduced	Holders
Q3 2024	92,258	$5.21M	0.1%	−5,280−5.4%	Reduced	Holders
Q2 2024	97,538	$5.79M	0.1%	+50,681+108.2%	Added	Holders
Q1 2024	46,857	$2.87M	0.1%	−2,509−5.1%	Reduced	Holders
Q4 2023	49,366	$2.43M	0.1%	−857−1.7%	Reduced	Holders
Q3 2023	50,223	$2.05M	0.1%	+683+1.4%	Added	Holders
Q2 2023	49,540	$2.11M	0.1%	−2,339−4.5%	Reduced	Holders
Q1 2023	51,879	$1.94M	0.1%	−3,137−5.7%	Reduced	Holders
Q4 2022	55,016	$2.27M	0.2%	−810−1.5%	Reduced	Holders
Q3 2022	55,826	$2.25M	0.2%	−4,293−7.1%	Reduced	Holders
Q2 2022	60,119	$2.35M	0.2%	−4,418−6.8%	Reduced	Holders
Q1 2022	64,537	$3.13M	0.2%	+3,977+6.6%	Added	Holders
Q4 2021	60,560	$2.91M	0.2%	−464−0.8%	Reduced	Holders
Q3 2021	61,024	$2.83M	0.2%	−27,299−30.9%	Reduced	Holders
Q2 2021	88,323	$4.00M	0.3%	−17,604−16.6%	Reduced	Holders
Q1 2021	105,927	$4.14M	0.3%	–	–	Holders

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