Clearstead Advisors, LLC
Position in BETR — Better Home & Finance Holding Co
CIK 842775
CLEVELAND, OH
Position in BETR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$7,230
+$617 QoQ
Shares Held
203
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BETR Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026Clearstead Advisors, LLC holds $1,166,383 across 3 Mortgage Finance names. BETR ranks #3 (0.6% of the industry book) .
All Filings in BETR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,230 | 203 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,613 | 203 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,396 | 203 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,515 | 203 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,215 | 203 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,810 | 203 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,615 | 203 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||