Position in AFRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$897
-$7,215 QoQ
Shares Held
11
-89.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#625
of 654 holders
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $74,684,282 across 31 Credit Services names. AFRM ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
57,433 | $29,497,588 | |
| 2 | V |
Visa Inc.
|
71,541 | $24,545,001 | |
| 3 | AXP |
American Express Co
|
44,009 | $14,886,044 | |
| 4 | COF |
Capital One Financial Corp
|
16,176 | $3,245,229 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
22,146 | $956,264 | |
| 6 | SYF |
Synchrony Financial
|
9,174 | $697,682 | |
| 7 | WU |
Western Union CO
|
34,560 | $266,112 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
13,860 | $248,509 |
All Filings in AFRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $897 | 11 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $8,112 | 109 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,411 | 33 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,013 | 275 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,762 | 39 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,644 | 27 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,020 | 25 | Shares | Sole | 2024-11-13 | |
| 2021-09-30 | $6,552 | 55 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||