Skip to content
Disclosery

Clearstead Advisors, LLC: VTHR position timeline

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

Clearstead Advisors, LLC held 12,908 VTHR 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 12,908 shares
    Change vs previous 13F -1,005 shares

    0.04% of the 13F portfolio, value $4,278,047.

    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 13,913 shares
    Change vs previous 13F +577 shares

    0.04% of the 13F portfolio, value $4,001,027.

    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 13,336 shares
    Change vs previous 13F -104 shares

    0.05% of the 13F portfolio, value $4,005,201.

    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 13,440 shares
    Change vs previous 13F -1,409 shares

    0.06% of the 13F portfolio, value $3,955,653.

    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 14,849 shares
    Change vs previous 13F +78 shares

    0.06% of the 13F portfolio, value $4,050,065.

    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 14,771 shares
    Change vs previous 13F +1,737 shares

    0.06% of the 13F portfolio, value $3,644,892.

    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 13,034 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,385,451.

    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).