Position in UDMY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$10,468
-$2,788 QoQ
Shares Held
2,266
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UDMY Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026Clearstead Advisors, LLC holds $14,433 across 3 Education & Training Services names. UDMY ranks #1 (72.5% of the industry book) .
All Filings in UDMY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,468 | 2,266 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,256 | 2,266 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $15,982 | 2,280 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,105 | 2,291 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,584 | 2,266 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,649 | 2,266 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $16,859 | 2,266 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $19,555 | 2,266 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $24,880 | 2,266 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $33,378 | 2,266 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $21,527 | 2,266 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $24,314 | 2,266 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $20,008 | 2,266 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $23,906 | 2,266 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $27,395 | 2,266 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $23,135 | 2,266 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||