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Disclosery

Clearstead Advisors, LLC: IVW position timeline

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

Clearstead Advisors, LLC held 374,870 IVW 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 374,870 shares
    Change vs previous 13F +5,288 shares

    0.49% of the 13F portfolio, value $51,555,853.

    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 369,582 shares
    Change vs previous 13F +356 shares

    0.38% of the 13F portfolio, value $41,803,413.

    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 369,226 shares
    Change vs previous 13F +2,606 shares

    0.57% of the 13F portfolio, value $45,510,840.

    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 366,620 shares
    Change vs previous 13F +3,979 shares

    0.64% of the 13F portfolio, value $44,258,422.

    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 362,641 shares
    Change vs previous 13F +2,461 shares

    0.56% of the 13F portfolio, value $39,926,807.

    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 360,180 shares
    Change vs previous 13F -959 shares

    0.52% of the 13F portfolio, value $33,435,538.

    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 361,139 shares
    Change vs previous 13F -3,636 shares

    0.56% of the 13F portfolio, value $36,666,419.

    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 364,775 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $34,927,217.

    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).