SVC β€” SERVICE PPTYS TR

Ownership history in Clearstead Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

Clearstead Advisors, LLC reported SERVICE PPTYS TR (SVC) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows SVC at 0.00% 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 SVC 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 SERVICE PPTYS TR, 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
2025 Q3

SVC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2025 Q3

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 SVC β€” position size vs. price
% of Fund (quarterly)    SVC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 427 +252 +144.0% 0.00% $1K 2025-11-10 $1.90
2025 Q2 INITIATED 175 β€” β€” 0.00% $419 2025-08-08 $2.26

FAQ About Clearstead Advisors, LLC and SVC

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 SVC?

Clearstead Advisors, LLC reported SVC across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

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

The largest reported portfolio weight for SVC was 0.00% in 2025 Q3.

What is the latest reported SVC position on this page?

The most recent filing on this page is 2025 Q3, when Clearstead Advisors, LLC reported 427 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this SVC ownership page compare?

The chart compares Clearstead Advisors, LLC's quarterly SVC 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.

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