Position in IDN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$139
New position
Shares Held
20
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Mar 31, 2026Clearstead Advisors, LLC holds $87,495,445 across 55 Software - Application names. IDN ranks #53 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
256,508 | $18,450,620 | |
| 2 | CRM |
Salesforce, Inc.
|
93,532 | $17,459,618 | |
| 3 | ZM |
Zoom Communications, Inc.
|
169,533 | $13,628,757 | |
| 4 | SNOW |
Snowflake Inc.
|
70,399 | $10,617,577 | |
| 5 | ADP |
Automatic Data Processing Inc
|
38,251 | $7,771,838 | |
| 6 | ADBE |
Adobe Inc.
|
21,554 | $5,239,346 | |
| 7 | NOW |
ServiceNow, Inc.
|
32,725 | $3,421,398 | |
| 8 | INTU |
Intuit Inc.
|
5,574 | $2,410,086 |
All Filings in IDN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139 | 20 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||