Clearstead Trust, LLC

Position in CRI — Carters Inc

CIK 1708001 PORTLAND, ME

Position in CRI

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

Position Value

$3,622

-$1,420 QoQ

Shares Held

-37.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#240

of 285 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Clearstead Trust, LLC holds $3,535,228 across 5 Apparel Retail names. CRI ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	23,121	$3,502,831
2	ROST	Ross Stores, Inc.	86	$18,305
3	LULU	lululemon athletica inc.	67	$7,650
4	CRI	Carters Inc This page	88	$3,622
5	GAP	Gap Inc	151	$2,820

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,622	88	-37.6%	Shares	Sole	2026-08-06
2026-03-31	$5,042	141	0.0%	Shares	Sole	2026-05-06
2025-12-31	$4,572	141	+9.3%	Shares	Sole	2026-02-09
2025-09-30	$3,640	129	-11.0%	Shares	Sole	2025-11-10
2025-06-30	$4,368	145	+119.7%	Shares	Sole	2025-08-08
2025-03-31	$2,699	66	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.