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Disclosery

Clearstead Advisors, LLC: VMBS position timeline

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

Clearstead Advisors, LLC held 3,144,439 VMBS 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 3,144,439 shares
    Change vs previous 13F +126,586 shares

    1.39% of the 13F portfolio, value $147,191,139.

    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 3,017,853 shares
    Change vs previous 13F +270,216 shares

    1.3% of the 13F portfolio, value $141,688,199.

    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 2,747,637 shares
    Change vs previous 13F +196,934 shares

    1.63% of the 13F portfolio, value $129,358,745.

    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 2,550,703 shares
    Change vs previous 13F +374,910 shares

    1.74% of the 13F portfolio, value $119,781,020.

    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 2,175,793 shares
    Change vs previous 13F +344,171 shares

    1.42% of the 13F portfolio, value $100,826,261.

    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 1,831,622 shares
    Change vs previous 13F +309,289 shares

    1.32% of the 13F portfolio, value $84,822,405.

    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 1,522,333 shares
    Change vs previous 13F +1,519,172 shares

    1.05% of the 13F portfolio, value $69,022,583.

    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 3,161 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $149,231.

    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).