Skip to content
Disclosery

Clearstead Advisors, LLC: VTWG position timeline

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

Clearstead Advisors, LLC held 9,607 VTWG 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 9,607 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $2,763,740.

    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 9,606 shares
    Change vs previous 13F +173 shares

    0.02% of the 13F portfolio, value $2,200,246.

    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 9,433 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $2,226,089.

    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 9,432 shares
    Change vs previous 13F -552 shares

    0.03% of the 13F portfolio, value $2,205,115.

    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 9,984 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,081,427.

    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 9,984 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,860,613.

    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 9,984 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $2,097,990.

    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 9,983 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,069,067.

    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).