Clearstead Advisors, LLC

Position in HCSG — Healthcare Services Group Inc

CIK 842775 CLEVELAND, OH

Position in HCSG

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

Position Value

$2,333

+$1,588 QoQ

Shares Held

+143.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#243

of 272 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Clearstead Advisors, LLC holds $1,504,340 across 33 Medical Care Facilities names. HCSG ranks #18 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	1,841	$717,787
2	OPCH	Option Care Health, Inc.	7,783	$163,209
3	ASTH	Astrana Health, Inc.	2,682	$124,471
4	DVA	Davita Inc.	505	$112,352
5	MD	Pediatrix Medical Group, Inc.	3,376	$85,514
6	UHS	Universal Health Services Inc	379	$56,353
7	CHE	Chemed Corp	110	$51,231
8	SNDA	Sonida Senior Living, Inc.	1,239	$50,551

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,333	95	+143.6%	Shares	Sole	2026-08-06
2025-12-31	$745	39	-91.2%	Shares	Sole	2026-02-09
2025-09-30	$7,472	444	-85.2%	Shares	Sole	2025-11-10
2023-06-30	$44,790	3,000	0.0%	Shares	Sole	2023-08-07
2023-03-31	$41,610	3,000	0.0%	Shares	Sole	2023-05-09
2022-12-31	$36,000	3,000	0.0%	Shares	Sole	2023-02-14
2022-09-30	$36,270	3,000	0.0%	Shares	Sole	2022-11-15
2022-06-30	$52,230	3,000	+150.0%	Shares	Sole	2022-08-12
2020-12-31	$33,720	1,200	0.0%	Shares	Sole	2021-02-11
2020-09-30	$25,836	1,200	0.0%	Shares	Sole	2020-11-12
2020-06-30	$29,352	1,200	0.0%	Shares	Sole	2020-08-11
2020-03-31	$28,692	1,200	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.