Skip to content
Disclosery

Clearstead Advisors, LLC: VNLA position timeline

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

Clearstead Advisors, LLC held 5,478 VNLA 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 5,478 shares
    Change vs previous 13F -3,948 shares

    <0.01% of the 13F portfolio, value $267,683.

    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 9,426 shares
    Change vs previous 13F +4,331 shares

    <0.01% of the 13F portfolio, value $460,554.

    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 5,095 shares
    Change vs previous 13F -3,431 shares

    <0.01% of the 13F portfolio, value $250,368.

    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 8,526 shares
    Change vs previous 13F -10,264 shares

    0.01% of the 13F portfolio, value $420,247.

    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 18,790 shares
    Change vs previous 13F -7,384 shares

    0.01% of the 13F portfolio, value $924,468.

    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 26,174 shares
    Change vs previous 13F -9,450 shares

    0.02% of the 13F portfolio, value $1,286,452.

    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 35,624 shares
    Change vs previous 13F -4,670 shares

    0.03% of the 13F portfolio, value $1,742,370.

    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 40,294 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,976,018.

    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).