Position in FIP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,911
-$124 QoQ
Shares Held
412
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#154
of 173 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIP Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Clearstead Trust, LLC holds $925,100 across 5 Conglomerates names. FIP ranks #4 (0.2% of the industry book) .
All Filings in FIP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,911 | 412 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,035 | 412 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,899 | 412 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,796 | 412 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,542 | 412 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,866 | 412 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,991 | 412 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||