Position in FORR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16
+$0 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 98 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FORR Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Clearstead Advisors, LLC holds $830,520 across 8 Consulting Services names. FORR ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
2,627 | $416,957 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
2,012 | $361,214 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
501 | $30,395 | |
| 4 | FCN |
Fti Consulting, Inc
|
67 | $9,983 | |
| 5 | CRAI |
Cra International, Inc.
|
37 | $5,265 | |
| 6 | ICFI |
ICF International, Inc.
|
51 | $3,715 | |
| 7 | HURN |
Huron Consulting Group Inc.
|
33 | $2,975 | |
| 8 | FORR |
Forrester Research, Inc.
This page
|
2 | $16 |
All Filings in FORR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16 | 2 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $16 | 2 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $805 | 76 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $524 | 53 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||