Clearstead Advisors, LLC

Position in BIPH — Brookfield Infrastructure Partners L.P.

CIK 842775 CLEVELAND, OH

Position in BIPH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,151,750

+$18,239 QoQ

Shares Held

74,692

-0.5% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#98

of 350 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Clearstead Advisors, LLC holds $1,997,773 across 6 Utilities - Diversified names. BIPH ranks #1 (57.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BIPH	Brookfield Infrastructure Partners L.P. This page	74,692	$1,151,750
2	SRE	Sempra	8,048	$746,130
3	AES	Aes Corp	4,803	$70,411
4	AQN	Algonquin Power & Utilities Corp.	4,304	$25,221
5	AVA	Avista Corp	81	$3,313
6	UTL	Unitil Corp	18	$948

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,151,750	74,692	-0.5%	Shares	Sole	2026-08-06
2026-03-31	$1,133,511	75,067	-0.8%	Shares	Sole	2026-05-06
2025-12-31	$1,232,794	75,678	-1.8%	Shares	Sole	2026-02-09
2025-09-30	$1,303,270	77,071	0.0%	Shares	Sole	2025-11-10
2025-06-30	$1,222,346	77,071	+4.3%	Shares	Sole	2025-08-08
2025-03-31	$1,217,377	73,870	+32.4%	Shares	Sole	2025-05-13
2024-12-31	$929,727	55,806	+23.3%	Shares	Sole	2025-02-10
2024-09-30	$871,081	45,251	-2.1%	Shares	Sole	2024-11-13
2024-06-30	$815,447	46,201	+3.8%	Shares	Sole	2024-08-12
2024-03-31	$819,097	44,492	+0.3%	Shares	Sole	2024-05-14
2023-12-31	$744,360	44,360	-19.9%	Shares	Sole	2024-02-12
2023-09-30	$924,676	55,403	0.0%	Shares	Sole	2023-11-07
2023-06-30	$1,027,171	55,403	+0.5%	Shares	Sole	2023-08-07
2023-03-31	$1,005,629	55,103	-19.6%	Shares	Sole	2023-05-09
2022-12-31	$1,055,061	68,555	+52.8%	Shares	Sole	2023-02-14
2022-09-30	$746,919	44,860	0.0%	Shares	Sole	2022-11-15
2022-06-30	$819,592	44,860	+261.6%	Shares	Sole	2022-08-12
2022-03-31	$271,961	12,407	-45.8%	Shares	Sole	2022-05-04
2021-12-31	$576,111	22,907	+4.1%	Shares	Sole	2022-02-14
2021-09-30	$572,622	22,007	0.0%	Shares	Sole	2021-11-12
2021-06-30	$558,977	22,007	+1.1%	Shares	Sole	2021-08-12
2021-03-31	—	21,757	-2.2%	Shares	Sole	2021-05-14
2020-12-31	—	22,257	+43.7%	Shares	Sole	2021-02-11
2020-09-30	—	15,486	+5.5%	Shares	Sole	2020-11-12
2020-06-30	—	14,673	-79.3%	Shares	Sole	2020-08-11
2020-03-31	—	70,730	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.