CA
BASE

Clearstead Advisors’s Couchbase BASE Stock Holding History

Clearstead Advisors’s Portfolio BASE Stock Details BASE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-169
Closed -$4.12K – 3103
2025
Q2 		$4.12K Buy
+169
New +$3.07K ﹤0.01% 2169

Other funds holding BASE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Clearstead Advisors's BASE Position: Q3 2025 in Review

Clearstead Advisors sold out of Couchbase (BASE) in Q3 2025, closing a stake of 169 shares — an estimated $4.12K sold.

Clearstead Advisors first reported a position in BASE in Q2 2025 and held it in 1 quarter. The position peaked at $4.12K in Q2 2025. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

  • Clearstead Advisors reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 169 Couchbase shares in Q3 2025, an estimated $4.12K.
  • Clearstead Advisors first reported a position in Couchbase in Q2 2025 and held it in 1 quarter.
  • Clearstead Advisors's Couchbase position peaked at $4.12K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.