PBH β€” PRESTIGE CONSMR HEALTHCARE I

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

AI Ownership Summary

Clearstead Trust, LLC reported PRESTIGE CONSMR HEALTHCARE I (PBH) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows PBH 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 PBH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clearstead Trust, LLC's position in PRESTIGE CONSMR HEALTHCARE I, 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

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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 Trust, LLC held PBH β€” position size vs. price
% of Fund (quarterly)    PBH 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 UNCHANGED 5 β€” 0% 0.00% $312 2025-11-10 $60.46
2025 Q2 INITIATED 5 β€” β€” 0.00% $400 2025-08-08 $65.58

FAQ About Clearstead Trust, LLC and PBH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clearstead Trust, LLC reported owning PBH?

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

What was the largest reported PBH position in Clearstead Trust, LLC's portfolio?

The largest reported portfolio weight for PBH was 0.00% in 2025 Q2.

What is the latest reported PBH position on this page?

The most recent filing on this page is 2025 Q3, when Clearstead Trust, LLC reported 5 shares, equal to 0.00% of portfolio, with an estimated market value of $312.

What does the chart on this PBH ownership page compare?

The chart compares Clearstead Trust, LLC's quarterly PBH 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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