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Clearstead Advisors, LLC: VTES position timeline

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

Clearstead Advisors, LLC held 80,436 VTES 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 80,436 shares
    Change vs previous 13F +42,566 shares

    0.08% of the 13F portfolio, value $8,148,978.

    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 37,870 shares
    Change vs previous 13F +13,690 shares

    0.04% of the 13F portfolio, value $3,830,172.

    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 24,180 shares
    Change vs previous 13F +6,879 shares

    0.03% of the 13F portfolio, value $2,456,084.

    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 17,301 shares
    Change vs previous 13F +4,897 shares

    0.03% of the 13F portfolio, value $1,763,405.

    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 12,404 shares
    Change vs previous 13F +7,088 shares

    0.02% of the 13F portfolio, value $1,251,936.

    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 5,316 shares
    Change vs previous 13F +5,141 shares

    0.01% of the 13F portfolio, value $534,312.

    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 175 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $17,544.

    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 175 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,749.

    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).