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Clearstead Advisors, LLC: VIOO position timeline

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

Clearstead Advisors, LLC held 25,493 VIOO 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 25,493 shares
    Change vs previous 13F +7,218 shares

    0.03% of the 13F portfolio, value $3,506,245.

    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 18,275 shares
    Change vs previous 13F +3,369 shares

    0.02% of the 13F portfolio, value $2,098,467.

    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 14,906 shares
    Change vs previous 13F +1,559 shares

    0.02% of the 13F portfolio, value $1,653,920.

    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 13,347 shares
    Change vs previous 13F +2,987 shares

    0.02% of the 13F portfolio, value $1,474,471.

    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 10,360 shares
    Change vs previous 13F +5,960 shares

    0.01% of the 13F portfolio, value $1,048,769.

    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 4,400 shares
    Change vs previous 13F +2,422 shares

    0.01% of the 13F portfolio, value $424,669.

    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 1,978 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $209,768.

    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 1,941 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $209,978.

    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).