Skip to content
Disclosery

Clearstead Advisors, LLC: VRT position timeline

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

Clearstead Advisors, LLC held 9,167 VRT 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 9,167 shares
    Change vs previous 13F +2,156 shares

    0.03% of the 13F portfolio, value $3,069,310.

    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 7,011 shares
    Change vs previous 13F +296 shares

    0.02% of the 13F portfolio, value $1,756,812.

    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 6,715 shares
    Change vs previous 13F -1,042 shares

    0.01% of the 13F portfolio, value $1,087,881.

    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 7,757 shares
    Change vs previous 13F +4,716 shares

    0.02% of the 13F portfolio, value $1,170,180.

    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 3,041 shares
    Change vs previous 13F +937 shares

    0.01% of the 13F portfolio, value $390,445.

    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 2,104 shares
    Change vs previous 13F +897 shares

    <0.01% of the 13F portfolio, value $151,944.

    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 1,207 shares
    Change vs previous 13F -817 shares

    <0.01% of the 13F portfolio, value $137,151.

    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 2,024 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $201,370.

    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).