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Clearstead Advisors, LLC: VT position timeline

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

Clearstead Advisors, LLC held 266,632 VT 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 266,632 shares
    Change vs previous 13F +88,437 shares

    0.4% of the 13F portfolio, value $41,847,901.

    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 178,195 shares
    Change vs previous 13F +7,127 shares

    0.23% of the 13F portfolio, value $24,647,986.

    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 171,068 shares
    Change vs previous 13F -3,481 shares

    0.3% of the 13F portfolio, value $24,130,870.

    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 174,549 shares
    Change vs previous 13F -5,612 shares

    0.35% of the 13F portfolio, value $24,052,862.

    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 180,161 shares
    Change vs previous 13F -2,342 shares

    0.33% of the 13F portfolio, value $23,154,265.

    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 182,503 shares
    Change vs previous 13F -14,719 shares

    0.33% of the 13F portfolio, value $21,161,148.

    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 197,222 shares
    Change vs previous 13F +20,061 shares

    0.35% of the 13F portfolio, value $23,169,602.

    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 177,161 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $21,206,144.

    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).