Position in FIP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$10,028
+$5,188 QoQ
Shares Held
2,030
+93.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
12 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 Mar 31, 2026Clearstead Advisors, LLC holds $13,383,005 across 6 Conglomerates names. FIP ranks #4 (0.1% of the industry book) .
All Filings in FIP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,028 | 2,030 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,840 | 1,050 | Shares | Sole | 2026-02-09 | |
| 2024-12-31 | $562,047 | 77,417 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $697,600 | 74,530 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $671,647 | 77,827 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $513,773 | 81,811 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $318,244 | 81,811 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $263,431 | 81,811 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $313,734 | 85,023 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $393,063 | 131,021 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $464,079 | 157,315 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $409,348 | 170,562 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||