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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

ZION holding history

Zions Bancorporation, National Association 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.

ZION overviewAll 13F holders of ZIONFull Q2 2026 holdings

Shares (Q2 2026)
8,611
Value
$595.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ZION by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,611$595.8K<0.1%+231+2.8%AddedHolders
Q1 20268,380$482.9K<0.1%−608−6.8%ReducedHolders
Q4 20258,988$526.2K<0.1%+308+3.5%AddedHolders
Q3 20258,680$491.1K<0.1%+92+1.1%AddedHolders
Q2 20258,588$446.1K<0.1%−402−4.5%ReducedHolders
Q1 20258,990$448.2K<0.1%+870+10.7%AddedHolders
Q4 20248,120$440.5K<0.1%−15−0.2%ReducedHolders
Q3 20248,135$384.1K<0.1%+24+0.3%AddedHolders
Q2 20248,111$351.8K<0.1%00.0%UnchangedHolders
Q1 20248,111$356.4K<0.1%−25−0.3%ReducedHolders
Q4 20238,136$356.9K<0.1%+571+7.5%AddedHolders
Q3 20237,565$263.9K<0.1%00.0%UnchangedHolders
Q2 20237,565$203.2K<0.1%−355−4.5%ReducedHolders
Q1 20237,920$237.0K<0.1%+15+0.2%AddedHolders
Q4 20227,905$388.6K<0.1%00.0%UnchangedHolders
Q3 20227,905$402.0K<0.1%+1,924+32.2%AddedHolders
Q2 20225,981$304.0K<0.1%00.0%UnchangedHolders
Q1 20225,981$392.0K<0.1%00.0%UnchangedHolders
Q4 20215,981$378.0K<0.1%−115,662−95.1%ReducedHolders
Q3 2021121,643$7.53M0.6%+5,607+4.8%AddedHolders
Q2 2021116,036$6.13M0.5%+340.0%AddedHolders
Q1 2021116,002$6.38M0.5%––Holders

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