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Disclosery

Clearstead Advisors, LLC: IVE position timeline

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

Clearstead Advisors, LLC held 114,906 IVE 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 114,906 shares
    Change vs previous 13F +1,472 shares

    0.25% of the 13F portfolio, value $26,090,508.

    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 113,434 shares
    Change vs previous 13F -455 shares

    0.22% of the 13F portfolio, value $23,951,687.

    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 113,889 shares
    Change vs previous 13F +563 shares

    0.3% of the 13F portfolio, value $24,152,472.

    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 113,326 shares
    Change vs previous 13F +462 shares

    0.34% of the 13F portfolio, value $23,403,008.

    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 112,864 shares
    Change vs previous 13F +1,253 shares

    0.31% of the 13F portfolio, value $22,055,980.

    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 111,611 shares
    Change vs previous 13F +564 shares

    0.33% of the 13F portfolio, value $21,270,896.

    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 111,047 shares
    Change vs previous 13F -1,740 shares

    0.32% of the 13F portfolio, value $21,196,592.

    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 112,787 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $22,238,155.

    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).