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Disclosery

Clearstead Advisors, LLC: IVOO position timeline

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

Clearstead Advisors, LLC held 26,584 IVOO 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 26,584 shares
    Change vs previous 13F +1,197 shares

    0.03% of the 13F portfolio, value $3,466,487.

    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 25,387 shares
    Change vs previous 13F +18,947 shares

    0.03% of the 13F portfolio, value $2,902,216.

    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 6,440 shares
    Change vs previous 13F +5,902 shares

    0.01% of the 13F portfolio, value $719,941.

    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 538 shares
    Change vs previous 13F +428 shares

    <0.01% of the 13F portfolio, value $59,392.

    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 110 shares
    Change vs previous 13F +53 shares

    <0.01% of the 13F portfolio, value $11,533.

    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 57 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,633.

    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).