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Disclosery

Clearstead Advisors, LLC: PWV position timeline

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

Clearstead Advisors, LLC held 8,172 PWV 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 8,172 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $619,191.

    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 8,161 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $568,889.

    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 8,151 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $542,178.

    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 8,142 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $530,950.

    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 8,133 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $505,386.

    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 8,119 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $483,139.

    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 8,105 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $460,957.

    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 8,094 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $472,067.

    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).