Clearstead Advisors, LLC
Holdings in OCC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $79,646 | 17,898 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $145,331 | 17,898 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $359,900 | 123,677 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $345,058 | 123,677 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $446,473 | 123,677 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $331,454 | 123,677 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $335,164 | 123,677 | Shares | Sole | 2024-08-12 |