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Clearstead Advisors, LLC: VFMO position timeline

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

Clearstead Advisors, LLC held 5,999 VFMO 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 5,999 shares
    Change vs previous 13F +125 shares

    0.01% of the 13F portfolio, value $1,496,810.

    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 5,874 shares
    Change vs previous 13F -1,177 shares

    0.01% of the 13F portfolio, value $1,157,765.

    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 7,051 shares
    Change vs previous 13F -1,243 shares

    0.02% of the 13F portfolio, value $1,348,504.

    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 8,294 shares
    Change vs previous 13F -1,608 shares

    0.02% of the 13F portfolio, value $1,589,093.

    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 9,902 shares
    Change vs previous 13F -238 shares

    0.02% of the 13F portfolio, value $1,708,293.

    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 10,140 shares
    Change vs previous 13F +410 shares

    0.02% of the 13F portfolio, value $1,538,339.

    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 9,730 shares
    Change vs previous 13F -5,874 shares

    0.02% of the 13F portfolio, value $1,599,320.

    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 15,604 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,511,464.

    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).