Skip to content
Disclosery

Clearstead Advisors, LLC: VOT position timeline

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

Clearstead Advisors, LLC held 11,743 VOT 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 11,743 shares
    Change vs previous 13F -489 shares

    0.03% of the 13F portfolio, value $3,596,882.

    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 12,232 shares
    Change vs previous 13F +554 shares

    0.03% of the 13F portfolio, value $3,147,905.

    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 11,678 shares
    Change vs previous 13F -130 shares

    0.04% of the 13F portfolio, value $3,259,797.

    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 11,808 shares
    Change vs previous 13F -1,421 shares

    0.05% of the 13F portfolio, value $3,469,073.

    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 13,229 shares
    Change vs previous 13F -187 shares

    0.05% of the 13F portfolio, value $3,762,196.

    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 13,416 shares
    Change vs previous 13F -390 shares

    0.05% of the 13F portfolio, value $3,282,061.

    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 13,806 shares
    Change vs previous 13F -4,187 shares

    0.05% of the 13F portfolio, value $3,503,282.

    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 17,993 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,380,708.

    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).