Position in XIFR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,845
+$535 QoQ
Shares Held
495
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#167
of 220 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XIFR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Clearstead Trust, LLC holds $319,606 across 4 Utilities - Renewable names. XIFR ranks #2 (1.8% of the industry book) .
All Filings in XIFR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,845 | 495 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,310 | 500 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,000 | 500 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,085 | 500 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,200 | 1,000 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||