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Disclosery

Clearstead Advisors, LLC: VWO position timeline

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

Clearstead Advisors, LLC held 149,458 VWO 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 149,458 shares
    Change vs previous 13F -39,768 shares

    0.08% of the 13F portfolio, value $8,921,178.

    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 189,226 shares
    Change vs previous 13F +87,155 shares

    0.09% of the 13F portfolio, value $10,227,632.

    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 102,071 shares
    Change vs previous 13F +6,044 shares

    0.07% of the 13F portfolio, value $5,487,318.

    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 96,027 shares
    Change vs previous 13F +22,726 shares

    0.08% of the 13F portfolio, value $5,202,722.

    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 73,301 shares
    Change vs previous 13F -12,183 shares

    0.05% of the 13F portfolio, value $3,625,483.

    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 85,484 shares
    Change vs previous 13F -59,590 shares

    0.06% of the 13F portfolio, value $3,869,033.

    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 145,074 shares
    Change vs previous 13F -9,945 shares

    0.1% of the 13F portfolio, value $6,389,096.

    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 155,019 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $7,417,696.

    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).