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Clearstead Advisors, LLC: VONG position timeline

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

Clearstead Advisors, LLC held 347,785 VONG 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 347,785 shares
    Change vs previous 13F -43,750 shares

    0.42% of the 13F portfolio, value $44,450,393.

    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 391,535 shares
    Change vs previous 13F -157,384 shares

    0.39% of the 13F portfolio, value $42,947,521.

    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 548,919 shares
    Change vs previous 13F -14,622 shares

    0.84% of the 13F portfolio, value $66,830,824.

    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 563,541 shares
    Change vs previous 13F -3,569 shares

    0.99% of the 13F portfolio, value $67,906,632.

    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 567,110 shares
    Change vs previous 13F +89,594 shares

    0.87% of the 13F portfolio, value $61,928,426.

    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 477,516 shares
    Change vs previous 13F +91,762 shares

    0.69% of the 13F portfolio, value $44,308,701.

    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 385,754 shares
    Change vs previous 13F -52,450 shares

    0.61% of the 13F portfolio, value $39,848,409.

    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 438,204 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $42,295,430.

    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).