XRTX β€” XORTX THERAPEUTICS INC

Ownership history in Clearstead Advisors, LLC  Β·  9 quarters on record

AI Ownership Summary

Clearstead Advisors, LLC reported XORTX THERAPEUTICS INC (XRTX) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows XRTX 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 XRTX 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 XORTX THERAPEUTICS 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

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

High-water mark
Peak Conviction
0.0% 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 Q4 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 XRTX β€” position size vs. price
% of Fund (quarterly)    XRTX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 277 β€” 0% 0.00% $156 2026-02-14 (Est.) $0.44
2025 Q3 UNCHANGED 277 β€” 0% 0.00% $225 2025-11-10 $0.60
2025 Q2 UNCHANGED 277 β€” 0% 0.00% $251 2025-08-08 $0.80
2025 Q1 UNCHANGED 277 β€” 0% 0.00% $266 2025-05-13 $1.04
2024 Q4 UNCHANGED 277 β€” 0% 0.00% $313 2025-02-10 $0.92
2024 Q3 UNCHANGED 277 β€” 0% 0.00% $455 2024-11-13 $1.30
2024 Q2 UNCHANGED 277 β€” 0% 0.00% $527 2024-08-12 $1.39
2024 Q1 UNCHANGED 277 β€” 0% 0.00% $696 2024-05-14 $2.45
2023 Q4 INITIATED 277 β€” β€” 0.00% $640 2024-02-12 $2.35

FAQ About Clearstead Advisors, LLC and XRTX

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 XRTX?

Clearstead Advisors, LLC reported XRTX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for XRTX was 0.00% in 2024 Q1.

What is the latest reported XRTX position on this page?

The most recent filing on this page is 2025 Q4, when Clearstead Advisors, LLC reported 277 shares, equal to 0.00% of portfolio, with an estimated market value of $156.

What does the chart on this XRTX ownership page compare?

The chart compares Clearstead Advisors, LLC's quarterly XRTX 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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