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Disclosery

Clearstead Advisors, LLC: VB position timeline

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

Clearstead Advisors, LLC held 522,390 VB 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 522,390 shares
    Change vs previous 13F -2,768 shares

    1.5% of the 13F portfolio, value $158,346,877.

    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 525,158 shares
    Change vs previous 13F -21,249 shares

    1.26% of the 13F portfolio, value $137,549,447.

    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 546,407 shares
    Change vs previous 13F +5,218 shares

    1.78% of the 13F portfolio, value $140,945,639.

    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 541,189 shares
    Change vs previous 13F +6,951 shares

    2% of the 13F portfolio, value $137,613,550.

    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 534,238 shares
    Change vs previous 13F +47,476 shares

    1.78% of the 13F portfolio, value $126,603,692.

    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 486,762 shares
    Change vs previous 13F -13,874 shares

    1.68% of the 13F portfolio, value $107,939,291.

    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 500,636 shares
    Change vs previous 13F +12,812 shares

    1.83% of the 13F portfolio, value $120,292,831.

    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 487,824 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $115,716,706.

    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).