UNF β€” UNIFIRST CORP MASS

Ownership history in Clearstead Advisors, LLC  Β·  7 quarters on record

AI Ownership Summary

Clearstead Advisors, LLC reported UNIFIRST CORP MASS (UNF) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows UNF 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 UNF 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 UNIFIRST CORP MASS, 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

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

High-water mark
Peak Conviction
0.0% 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 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 UNF β€” position size vs. price
% of Fund (quarterly)    UNF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 36 -15 -29.4% 0.00% $6K 2025-11-10 $152.38
2025 Q1 REDUCED 51 -13 -20.3% 0.00% $9K 2025-05-13 $184.70
2024 Q4 ADDED 64 +13 +25.5% 0.00% $11K 2025-02-10 $218.04
2024 Q3 REDUCED 51 -20 -28.2% 0.00% $10K 2024-11-13 $196.85
2024 Q2 REDUCED 71 -28 -28.3% 0.00% $12K 2024-08-12 $179.54
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Clearstead Advisors, LLC and UNF

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 UNF?

Clearstead Advisors, LLC reported UNF across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

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

The largest reported portfolio weight for UNF was 0.00% in 2024 Q2.

What is the latest reported UNF position on this page?

The most recent filing on this page is 2025 Q3, when Clearstead Advisors, LLC reported 36 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this UNF ownership page compare?

The chart compares Clearstead Advisors, LLC's quarterly UNF 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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