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Disclosery

Clearstead Advisors, LLC: VONE position timeline

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

Clearstead Advisors, LLC held 12,654 VONE 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 12,654 shares
    Change vs previous 13F +4,420 shares

    0.04% of the 13F portfolio, value $4,286,027.

    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 8,234 shares
    Change vs previous 13F -36,516 shares

    0.02% of the 13F portfolio, value $2,430,163.

    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 44,750 shares
    Change vs previous 13F -142 shares

    0.17% of the 13F portfolio, value $13,829,409.

    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 44,892 shares
    Change vs previous 13F +34,061 shares

    0.2% of the 13F portfolio, value $13,573,229.

    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 10,831 shares
    Change vs previous 13F -754 shares

    0.04% of the 13F portfolio, value $3,042,108.

    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 11,585 shares
    Change vs previous 13F -7,420 shares

    0.05% of the 13F portfolio, value $2,940,958.

    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 19,005 shares
    Change vs previous 13F +25 shares

    0.08% of the 13F portfolio, value $5,069,060.

    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 18,980 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,936,129.

    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).