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Disclosery

Clearstead Advisors, LLC: VHT position timeline

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

Clearstead Advisors, LLC held 20,209 VHT 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 20,209 shares
    Change vs previous 13F +88 shares

    0.06% of the 13F portfolio, value $6,042,664.

    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 20,121 shares
    Change vs previous 13F +659 shares

    0.05% of the 13F portfolio, value $5,479,678.

    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 19,462 shares
    Change vs previous 13F -6 shares

    0.07% of the 13F portfolio, value $5,602,066.

    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 19,468 shares
    Change vs previous 13F -20 shares

    0.07% of the 13F portfolio, value $5,053,955.

    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 19,488 shares
    Change vs previous 13F -452 shares

    0.07% of the 13F portfolio, value $4,839,648.

    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 19,940 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $5,278,613.

    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 19,937 shares
    Change vs previous 13F -735 shares

    0.08% of the 13F portfolio, value $5,057,703.

    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 20,672 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,833,736.

    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).