Position in W
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$26,339
+$20,415 QoQ
Shares Held
285
+383.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#361
of 450 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in W Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Clearstead Advisors, LLC holds $168,158,745 across 18 Internet Retail names. W ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
633,986 | $151,104,223 | |
| 2 | MELI |
Mercadolibre Inc
|
8,635 | $14,656,962 | |
| 3 | EBAY |
Ebay Inc
|
11,495 | $1,284,566 | |
| 4 | BABA |
Alibaba Group Holding Ltd
|
3,721 | $357,141 | |
| 5 | DASH |
DoorDash, Inc.
|
1,480 | $273,104 | |
| 6 | CART |
Maplebear Inc.
|
4,760 | $225,386 | |
| 7 | SE |
Sea Ltd
|
1,072 | $102,729 | |
| 8 | PDD |
PDD Holdings Inc.
|
667 | $50,878 |
All Filings in W
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,339 | 285 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $5,924 | 59 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $114,431 | 1,281 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $52,623 | 1,029 | Shares | Sole | 2025-08-08 | |
| 2024-06-30 | $7,434 | 141 | Shares | Sole | 2024-08-12 | |
| 2023-06-30 | $14,432 | 222 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,623 | 222 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $12,235 | 372 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,108 | 372 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $16,204 | 372 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,251 | 246 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $42,173 | 222 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $56,723 | 222 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $70,087 | 222 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $69,874 | 222 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $50,129 | 222 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $64,604 | 222 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $43,869 | 222 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||