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Disclosery

Clearstead Advisors, LLC: IWV position timeline

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

Clearstead Advisors, LLC held 103,636 IWV 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 103,636 shares
    Change vs previous 13F -103 shares

    0.42% of the 13F portfolio, value $44,190,227.

    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 103,739 shares
    Change vs previous 13F +1,762 shares

    0.35% of the 13F portfolio, value $38,454,001.

    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 101,977 shares
    Change vs previous 13F +311 shares

    0.5% of the 13F portfolio, value $39,449,789.

    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 101,666 shares
    Change vs previous 13F -2,412 shares

    0.56% of the 13F portfolio, value $38,525,300.

    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 104,078 shares
    Change vs previous 13F +3,695 shares

    0.51% of the 13F portfolio, value $36,531,535.

    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 100,383 shares
    Change vs previous 13F +6,878 shares

    0.49% of the 13F portfolio, value $31,885,555.

    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 93,505 shares
    Change vs previous 13F +302 shares

    0.48% of the 13F portfolio, value $31,254,116.

    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 93,203 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $30,452,143.

    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).