Position in TR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$553
-$369 QoQ
Shares Held
14
-39.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 230 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TR Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026Clearstead Advisors, LLC holds $3,712,543 across 3 Confectioners names. TR ranks #3 (0.0% of the industry book) .
All Filings in TR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553 | 14 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $922 | 22 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||