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Disclosery

Clearstead Advisors, LLC: VTV position timeline

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

Clearstead Advisors, LLC held 718,373 VTV 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 718,373 shares
    Change vs previous 13F -32,468 shares

    1.48% of the 13F portfolio, value $156,554,906.

    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 750,841 shares
    Change vs previous 13F +56,492 shares

    1.35% of the 13F portfolio, value $147,315,037.

    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 694,349 shares
    Change vs previous 13F +13,521 shares

    1.67% of the 13F portfolio, value $132,613,867.

    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 680,828 shares
    Change vs previous 13F +13,047 shares

    1.85% of the 13F portfolio, value $126,967,570.

    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 667,781 shares
    Change vs previous 13F +9,872 shares

    1.66% of the 13F portfolio, value $118,023,668.

    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 657,909 shares
    Change vs previous 13F +4,989 shares

    1.76% of the 13F portfolio, value $113,647,244.

    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 652,920 shares
    Change vs previous 13F +15,012 shares

    1.68% of the 13F portfolio, value $110,539,331.

    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 637,908 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $111,359,601.

    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).