Position in BDC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,592
+$8,444 QoQ
Shares Held
80
+700.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#316
of 371 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Clearstead Advisors, LLC holds $36,295,587 across 21 Communication Equipment names. BDC ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
249,736 | $29,333,990 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
8,978 | $3,728,473 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
|
30,934 | $1,395,432 | |
| 4 | VIAV |
Viavi Solutions Inc.
|
7,868 | $375,697 | |
| 5 | OCC |
Optical Cable Corp
|
17,898 | $375,321 | |
| 6 | NOK |
Nokia Corp
|
26,847 | $356,528 | |
| 7 | DGII |
Digi International Inc
|
3,388 | $253,930 | |
| 8 | ZBRA |
Zebra Technologies Corp
|
766 | $201,657 |
All Filings in BDC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,592 | 80 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,148 | 10 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $61,771 | 530 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $20,686 | 172 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,570 | 169 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||