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Clearstead Advisors, LLC: VTEB position timeline

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

Clearstead Advisors, LLC held 278,331 VTEB 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 278,331 shares
    Change vs previous 13F +19,717 shares

    0.13% of the 13F portfolio, value $14,077,984.

    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 258,614 shares
    Change vs previous 13F +26,475 shares

    0.12% of the 13F portfolio, value $12,902,229.

    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 232,139 shares
    Change vs previous 13F +77,801 shares

    0.15% of the 13F portfolio, value $11,674,287.

    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 154,338 shares
    Change vs previous 13F +1,980 shares

    0.11% of the 13F portfolio, value $7,727,721.

    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 152,358 shares
    Change vs previous 13F -52,698 shares

    0.1% of the 13F portfolio, value $7,470,109.

    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 205,056 shares
    Change vs previous 13F -39,479 shares

    0.16% of the 13F portfolio, value $10,174,862.

    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 244,535 shares
    Change vs previous 13F +57,855 shares

    0.19% of the 13F portfolio, value $12,258,531.

    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 186,680 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $9,543,100.

    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).