Clearstead Advisors, LLC: VV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on VV, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 23,734 VV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 23,734 sharesChange vs previous 13F -23,773 shares
0.08% of the 13F portfolio, value $8,162,217.
13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 47,507 sharesChange vs previous 13F +45,866 shares
0.13% of the 13F portfolio, value $14,197,498.
13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,641 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $516,587.
13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,641 sharesChange vs previous 13F +504 shares
0.01% of the 13F portfolio, value $505,199.
13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,137 sharesChange vs previous 13F +373 shares
<0.01% of the 13F portfolio, value $324,387.
13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 764 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $196,371.
13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 764 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $206,051.
13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 764 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $201,154.
13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).