Skip to content
Disclosery

Clearstead Advisors, LLC: VXF position timeline

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

Clearstead Advisors, LLC held 162,397 VXF 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 162,397 shares
    Change vs previous 13F -39,434 shares

    0.38% of the 13F portfolio, value $39,983,803.

    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 201,831 shares
    Change vs previous 13F +154,108 shares

    0.38% of the 13F portfolio, value $41,536,880.

    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 47,723 shares
    Change vs previous 13F +2,613 shares

    0.13% of the 13F portfolio, value $9,979,804.

    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 45,110 shares
    Change vs previous 13F +282 shares

    0.14% of the 13F portfolio, value $9,443,306.

    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 44,828 shares
    Change vs previous 13F +437 shares

    0.12% of the 13F portfolio, value $8,638,776.

    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 44,391 shares
    Change vs previous 13F +1,483 shares

    0.12% of the 13F portfolio, value $7,646,902.

    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 42,908 shares
    Change vs previous 13F +483 shares

    0.12% of the 13F portfolio, value $8,151,737.

    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 42,425 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $7,721,045.

    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).