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Disclosery

Clearstead Trust, LLC: V position timeline

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

Clearstead Trust, LLC held 23,583 V 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 23,583 shares
    Change vs previous 13F -125 shares

    1.06% of the 13F portfolio, value $8,090,979.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 23,708 shares
    Change vs previous 13F +338 shares

    1.17% of the 13F portfolio, value $7,165,440.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 23,370 shares
    Change vs previous 13F -988 shares

    1.29% of the 13F portfolio, value $8,196,052.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 24,358 shares
    Change vs previous 13F -59 shares

    1.42% of the 13F portfolio, value $8,315,342.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 24,417 shares
    Change vs previous 13F +353 shares

    1.64% of the 13F portfolio, value $8,669,363.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 24,064 shares
    Change vs previous 13F -111 shares

    1.88% of the 13F portfolio, value $8,433,333.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 24,175 shares
    Change vs previous 13F -79 shares

    1.65% of the 13F portfolio, value $7,640,187.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 24,254 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $6,668,525.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).