Position in SF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$26,931
-$259,804 QoQ
Shares Held
386
-90.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#485
of 591 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $66,866,081 across 38 Capital Markets names. SF ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
235,801 | $21,757,358 | |
| 2 | MIAX |
Miami International Holdings, Inc.
|
473,937 | $17,611,498 | |
| 3 | GS |
Goldman Sachs Group Inc
|
14,940 | $15,109,867 | |
| 4 | MS |
Morgan Stanley
|
40,871 | $8,543,673 | |
| 5 | WULF |
Terawulf Inc.
|
51,194 | $1,264,491 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
17,784 | $888,844 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
8,022 | $804,446 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
3,083 | $268,344 |
All Filings in SF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,931 | 386 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $286,735 | 3,879 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $275,859 | 2,203 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $30,409 | 268 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $286,640 | 2,762 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $335,659 | 3,561 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $307,525 | 2,899 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $271,652 | 2,893 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $243,445 | 2,893 | Shares | Sole | 2024-08-12 | |
| 2022-12-31 | $17,510 | 300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,573 | 300 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $16,806 | 300 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $20,370 | 300 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $21,126 | 300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $44,785 | 659 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,458 | 300 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $19,218 | 300 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||