OCC β€” OPTICAL CABLE CORP

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

AI Ownership Summary

Clearstead Advisors, LLC reported OPTICAL CABLE CORP (OCC) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows OCC 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 OCC 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 OPTICAL CABLE CORP, 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

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

High-water mark
Peak Conviction
0.01% in 2024 Q4

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 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 OCC β€” position size vs. price
% of Fund (quarterly)    OCC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 17,898 β€” 0% 0.00% $80K 2026-02-14 (Est.) $5.98
2025 Q3 REDUCED 17,898 -105,779 -85.5% 0.00% $145K 2025-11-10 $8.13
2025 Q2 UNCHANGED 123,677 β€” 0% 0.00% $352K 2025-08-08 $5.96
2025 Q1 UNCHANGED 123,677 β€” 0% 0.01% $345K 2025-05-13 $3.25
2024 Q4 UNCHANGED 123,677 β€” 0% 0.01% $446K 2025-02-10 $4.51
2024 Q3 UNCHANGED 123,677 β€” 0% 0.01% $331K 2024-11-13 $2.35
2024 Q2 INITIATED 123,677 β€” β€” 0.01% $335K 2024-08-12 $2.80

FAQ About Clearstead Advisors, LLC and OCC

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 OCC?

Clearstead Advisors, LLC reported OCC across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

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

The largest reported portfolio weight for OCC was 0.01% in 2024 Q4.

What is the latest reported OCC position on this page?

The most recent filing on this page is 2025 Q4, when Clearstead Advisors, LLC reported 17,898 shares, equal to 0.00% of portfolio, with an estimated market value of $80K.

What does the chart on this OCC ownership page compare?

The chart compares Clearstead Advisors, LLC's quarterly OCC 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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