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Clearstead Advisors, LLC: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on AVUV, newest first. How the timeline and the estimate are built.

Clearstead Advisors, LLC held 26,684 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,684 shares
    Change vs previous 13F -16,873 shares

    0.03% of the 13F portfolio, value $3,329,040.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,557 shares
    Change vs previous 13F +4,416 shares

    0.04% of the 13F portfolio, value $4,811,769.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,141 shares
    Change vs previous 13F +3,395 shares

    0.05% of the 13F portfolio, value $3,991,593.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,746 shares
    Change vs previous 13F +9,110 shares

    0.05% of the 13F portfolio, value $3,557,835.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,636 shares
    Change vs previous 13F +2,338 shares

    0.03% of the 13F portfolio, value $2,426,506.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,298 shares
    Change vs previous 13F +4,432 shares

    0.03% of the 13F portfolio, value $2,118,028.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,866 shares
    Change vs previous 13F +1,384 shares

    0.03% of the 13F portfolio, value $1,917,694.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,482 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,773,357.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).