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Clearstead Advisors, LLC: VGK position timeline

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

Clearstead Advisors, LLC held 30,426 VGK 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 30,426 shares
    Change vs previous 13F +819 shares

    0.03% of the 13F portfolio, value $2,693,931.

    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 29,607 shares
    Change vs previous 13F +500 shares

    0.02% of the 13F portfolio, value $2,440,518.

    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 29,107 shares
    Change vs previous 13F +4,065 shares

    0.03% of the 13F portfolio, value $2,433,649.

    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 25,042 shares
    Change vs previous 13F -309 shares

    0.03% of the 13F portfolio, value $1,998,363.

    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 25,351 shares
    Change vs previous 13F +20,990 shares

    0.03% of the 13F portfolio, value $1,964,714.

    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 4,361 shares
    Change vs previous 13F +1,401 shares

    <0.01% of the 13F portfolio, value $306,196.

    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 2,960 shares
    Change vs previous 13F -73 shares

    <0.01% of the 13F portfolio, value $187,881.

    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 3,033 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,657.

    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).