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Disclosery

Clearstead Advisors, LLC: IVV position timeline

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

Clearstead Advisors, LLC held 433,690 IVV 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 433,690 shares
    Change vs previous 13F -3,895 shares

    3.07% of the 13F portfolio, value $324,785,247.

    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 437,585 shares
    Change vs previous 13F +4,684 shares

    2.61% of the 13F portfolio, value $285,835,036.

    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 432,901 shares
    Change vs previous 13F -4,593 shares

    3.74% of the 13F portfolio, value $296,511,033.

    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 437,494 shares
    Change vs previous 13F +1,731 shares

    4.27% of the 13F portfolio, value $292,814,566.

    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 435,763 shares
    Change vs previous 13F -5,716 shares

    3.8% of the 13F portfolio, value $270,565,434.

    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 441,479 shares
    Change vs previous 13F -2,620 shares

    3.85% of the 13F portfolio, value $248,067,232.

    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 444,099 shares
    Change vs previous 13F -434 shares

    3.98% of the 13F portfolio, value $261,432,391.

    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 444,533 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $256,415,405.

    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).