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Disclosery

Clearstead Advisors, LLC: VYM position timeline

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

Clearstead Advisors, LLC held 271,152 VYM 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 271,152 shares
    Change vs previous 13F +75,383 shares

    0.4% of the 13F portfolio, value $42,850,100.

    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 195,769 shares
    Change vs previous 13F +47,225 shares

    0.27% of the 13F portfolio, value $28,993,486.

    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 148,544 shares
    Change vs previous 13F +12,877 shares

    0.27% of the 13F portfolio, value $21,319,082.

    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 135,667 shares
    Change vs previous 13F +7,569 shares

    0.28% of the 13F portfolio, value $19,122,222.

    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 128,098 shares
    Change vs previous 13F +23,577 shares

    0.24% of the 13F portfolio, value $17,076,661.

    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 104,521 shares
    Change vs previous 13F +2,084 shares

    0.21% of the 13F portfolio, value $13,479,026.

    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 102,437 shares
    Change vs previous 13F +3,702 shares

    0.2% of the 13F portfolio, value $13,069,927.

    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 98,735 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $12,657,777.

    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).