Position in SOLV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,584
-$10,274 QoQ
Shares Held
202
-49.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#637
of 868 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Clearstead Trust, LLC holds $155,390 across 5 Medical Instruments & Supplies names. SOLV ranks #3 (10.0% of the industry book) .
All Filings in SOLV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,584 | 202 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $25,858 | 396 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,493 | 246 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $16,644 | 228 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,353 | 242 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,261 | 227 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $14,136 | 214 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $20,567 | 295 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,315 | 422 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||