Clearstead Advisors, LLC CORZZ CORE SCIENTIFIC INC NEW

Ownership history in Clearstead Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Clearstead Advisors, LLC reported CORE SCIENTIFIC INC NEW (CORZZ) in 5 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows CORZZ at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CORZZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clearstead Advisors, LLC's position in CORE SCIENTIFIC INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CORZZ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clearstead Advisors, LLC held CORZZ — position size vs. price
% of Fund (quarterly)    CORZZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 63,318 +63,315 +2110500.0% 0.01% $950K 2026-05-06 $15.34
2025 Q1 UNCHANGED 3 0% 0.00% $22 2025-05-13
2024 Q4 UNCHANGED 3 0% 0.00% $43 2025-02-10
2024 Q3 REDUCED 3 -101,102 -100.0% 0.00% $36 2024-11-13
2024 Q2 INITIATED 101,105 0.01% $879K 2024-08-12

FAQ About Clearstead Advisors, LLC and CORZZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clearstead Advisors, LLC reported owning CORZZ?

Clearstead Advisors, LLC reported CORZZ across 5 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported CORZZ position in Clearstead Advisors, LLC's portfolio?

The largest reported portfolio weight for CORZZ was 0.01% in 2024 Q2.

What is the latest reported CORZZ position on this page?

The most recent filing on this page is 2026 Q1, when Clearstead Advisors, LLC reported 63,318 shares, equal to 0.01% of portfolio, with an estimated market value of $950K.

What does the chart on this CORZZ ownership page compare?

The chart compares Clearstead Advisors, LLC's quarterly CORZZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Clearstead Advisors, LLC Holdings