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Clearstead Advisors, LLC: IGV position timeline

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

Clearstead Advisors, LLC held 44,306 IGV 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 44,306 shares
    Change vs previous 13F -13,753 shares

    0.04% of the 13F portfolio, value $4,014,124.

    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 58,059 shares
    Change vs previous 13F +33,786 shares

    0.04% of the 13F portfolio, value $4,647,623.

    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 24,273 shares
    Change vs previous 13F +4,945 shares

    0.03% of the 13F portfolio, value $2,565,414.

    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 19,328 shares
    Change vs previous 13F +6,718 shares

    0.03% of the 13F portfolio, value $2,222,914.

    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 12,610 shares
    Change vs previous 13F +6,340 shares

    0.02% of the 13F portfolio, value $1,380,795.

    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 6,270 shares
    Change vs previous 13F -6,130 shares

    0.01% of the 13F portfolio, value $557,968.

    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 12,400 shares
    Change vs previous 13F -375 shares

    0.02% of the 13F portfolio, value $1,241,488.

    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 12,775 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,141,702.

    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).