Position in OPK
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,007,895
-$103,887 QoQ
Shares Held
884,119
+0.2% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 1.677149795446088.ToString("F0")%
Shared 0.ToString("F0")%
None 98.32285020455392.ToString("F0")%
Common Shares in OPK Over Time
Shares Held
Position Value (USD)
Derivatives in OPK
reported options exposure · as of Dec 31, 2025CallValue
$12,600
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Clearstead Advisors, LLC holds $35,731,255 across 21 Diagnostics & Research names. OPK ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
95,458 | $18,098,836 | |
| 2 | TWST |
Twist Bioscience Corp
|
107,303 | $5,099,038 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
6,212 | $3,053,384 | |
| 4 | LH |
Labcorp Holdings Inc.
|
9,379 | $2,502,410 | |
| 5 | SHC |
Sotera Health Co
|
117,323 | $1,682,411 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
2,143 | $1,204,130 | |
| 7 | OPK |
Opko Health, Inc.
This page
|
884,119 | $1,007,895 | |
| 8 | IQV |
Iqvia Holdings Inc.
|
5,888 | $1,004,139 |
All Filings in OPK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,007,895 | 884,119 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,600 | 10,000 | Call | Sole | 2026-02-09 | |
| 2025-12-31 | $1,111,782 | 882,367 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,393,608 | 899,102 | Call | Sole | 2025-11-10 | |
| 2025-06-30 | $1,165,615 | 883,042 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,465,849 | 883,042 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,298,071 | 883,042 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,314,987 | 882,542 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,103,177 | 882,542 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||