UEIC UNIVERSAL ELECTRS INC

Ownership history in Clearstead Advisors, LLC  ·  37 quarters on record

AI Ownership Summary

Clearstead Advisors, LLC reported UNIVERSAL ELECTRS INC (UEIC) in 37 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows UEIC 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UEIC 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 UNIVERSAL ELECTRS INC, 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 Q4

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

High-water mark
Peak Conviction
0.03% in 2024 Q1

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 UEIC — position size vs. price
% of Fund (quarterly)    UEIC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 61,438 0% 0.00% $222K 2026-02-14 (Est.) $4.12
2025 Q3 ADDED 61,438 +1,250 +2.1% 0.00% $286K 2025-11-10 $3.13
2025 Q2 ADDED 60,188 +7,254 +13.7% 0.01% $398K 2025-08-08 $5.00
2025 Q1 ADDED 52,934 +1,250 +2.4% 0.01% $324K 2025-05-13 $6.79
2024 Q4 ADDED 51,684 +1,250 +2.5% 0.01% $569K 2025-02-10 $9.50
2024 Q3 ADDED 50,434 +1,250 +2.5% 0.01% $466K 2024-11-13 $10.53
2024 Q2 UNCHANGED 49,184 0% 0.01% $572K 2024-08-12 $9.20
2024 Q1 ADDED 49,184 +2,500 +5.4% 0.03% $630K 2024-05-14 $12.47
2023 Q4 ADDED 46,684 +1,250 +2.8% 0.02% $438K 2024-02-12 $8.46
2023 Q3 ADDED 45,434 +1,250 +2.8% 0.02% $411K 2023-11-07 $8.27
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Clearstead Advisors, LLC and UEIC

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 UEIC?

Clearstead Advisors, LLC reported UEIC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

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

The largest reported portfolio weight for UEIC was 0.03% in 2024 Q1.

What is the latest reported UEIC position on this page?

The most recent filing on this page is 2025 Q4, when Clearstead Advisors, LLC reported 61,438 shares, equal to 0.00% of portfolio, with an estimated market value of $222K.

What does the chart on this UEIC ownership page compare?

The chart compares Clearstead Advisors, LLC's quarterly UEIC 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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