Position in RTO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,756
-$6,645 QoQ
Shares Held
341
-34.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#218
of 284 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Clearstead Trust, LLC holds $331,242 across 5 Specialty Business Services names. RTO ranks #4 (2.9% of the industry book) .
All Filings in RTO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,756 | 341 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,401 | 521 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,348 | 521 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,155 | 521 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,504 | 521 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||