Position in WHR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,045
-$1,808 QoQ
Shares Held
128
+34.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#374
of 458 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Clearstead Trust, LLC holds $47,517 across 4 Furnishings, Fixtures & Appliances names. WHR ranks #4 (10.6% of the industry book) .
All Filings in WHR
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,045 | 128 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $6,853 | 95 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,602 | 84 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,446 | 103 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,712 | 19 | Shares | Sole | 2025-05-09 | |
| 2023-12-31 | $1,461 | 12 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,604 | 12 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $117,629 | 891 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $127,314 | 900 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $121,329 | 900 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $139,383 | 900 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $155,502 | 900 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $211,194 | 900 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $183,474 | 900 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $196,218 | 900 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $198,315 | 900 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $162,441 | 900 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $165,501 | 900 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $116,577 | 900 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $77,220 | 900 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||