Skip to content
Disclosery

Clearstead Advisors, LLC: VIG position timeline

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

Clearstead Advisors, LLC held 150,593 VIG 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 150,593 shares
    Change vs previous 13F -1,859 shares

    0.34% of the 13F portfolio, value $35,633,328.

    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 152,452 shares
    Change vs previous 13F -22,172 shares

    0.3% of the 13F portfolio, value $32,786,452.

    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 174,624 shares
    Change vs previous 13F +10,088 shares

    0.48% of the 13F portfolio, value $38,378,945.

    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 164,536 shares
    Change vs previous 13F +31,991 shares

    0.52% of the 13F portfolio, value $35,505,174.

    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 132,545 shares
    Change vs previous 13F +2,509 shares

    0.38% of the 13F portfolio, value $27,127,948.

    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 130,036 shares
    Change vs previous 13F -7,641 shares

    0.39% of the 13F portfolio, value $25,225,649.

    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 137,677 shares
    Change vs previous 13F +3,935 shares

    0.41% of the 13F portfolio, value $26,961,258.

    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 133,742 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $26,488,935.

    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).