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Disclosery

Clearstead Advisors, LLC: USMV position timeline

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

Clearstead Advisors, LLC held 76,855 USMV 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 76,855 shares
    Change vs previous 13F -3,493 shares

    0.07% of the 13F portfolio, value $7,413,391.

    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 80,348 shares
    Change vs previous 13F -3,371 shares

    0.07% of the 13F portfolio, value $7,451,462.

    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 83,719 shares
    Change vs previous 13F -17,595 shares

    0.1% of the 13F portfolio, value $7,882,967.

    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 101,314 shares
    Change vs previous 13F -11,118 shares

    0.14% of the 13F portfolio, value $9,638,972.

    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 112,432 shares
    Change vs previous 13F -4,458 shares

    0.15% of the 13F portfolio, value $10,554,002.

    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 116,890 shares
    Change vs previous 13F -1,997 shares

    0.17% of the 13F portfolio, value $10,947,905.

    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 118,887 shares
    Change vs previous 13F -10,885 shares

    0.16% of the 13F portfolio, value $10,556,001.

    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 129,772 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $11,849,494.

    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).