Position in BAX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,751
+$5,889 QoQ
Shares Held
645
+37.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#519
of 682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Clearstead Trust, LLC holds $155,390 across 5 Medical Instruments & Supplies names. BAX ranks #4 (8.8% of the industry book) .
All Filings in BAX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,751 | 645 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,862 | 468 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,160 | 741 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,811 | 387 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,626 | 450 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,916 | 465 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $10,497 | 360 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $16,554 | 436 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,584 | 436 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $18,634 | 436 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,855 | 436 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $117,786 | 3,121 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $154,949 | 3,401 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $137,944 | 3,401 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $173,348 | 3,401 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $183,177 | 3,401 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $223,070 | 3,473 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $269,296 | 3,473 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $298,122 | 3,473 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $283,435 | 3,524 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $283,682 | 3,524 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $297,214 | 3,524 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $282,765 | 3,524 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $283,400 | 3,524 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $303,416 | 3,524 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $286,113 | 3,524 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||