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Clearstead Advisors, LLC: VO position timeline

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

Clearstead Advisors, LLC held 2,833,612 VO 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 2,833,612 shares
    Change vs previous 13F +2,123,863 shares

    2.16% of the 13F portfolio, value $228,304,134.

    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 709,749 shares
    Change vs previous 13F +8,128 shares

    1.86% of the 13F portfolio, value $203,825,878.

    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 701,621 shares
    Change vs previous 13F +4,498 shares

    2.57% of the 13F portfolio, value $203,624,386.

    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 697,123 shares
    Change vs previous 13F +5,304 shares

    2.98% of the 13F portfolio, value $204,772,745.

    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 691,819 shares
    Change vs previous 13F +5,470 shares

    2.72% of the 13F portfolio, value $193,592,707.

    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 686,349 shares
    Change vs previous 13F -4,288 shares

    2.76% of the 13F portfolio, value $177,503,671.

    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 690,637 shares
    Change vs previous 13F +15,023 shares

    2.78% of the 13F portfolio, value $182,418,005.

    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 675,614 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $178,247,184.

    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).