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Disclosery

Clearstead Trust, LLC: VLTO position timeline

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

Clearstead Trust, LLC held 226 VLTO 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 226 shares
    Change vs previous 13F +153 shares

    <0.01% of the 13F portfolio, value $20,042.

    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 73 shares
    Change vs previous 13F -102 shares

    <0.01% of the 13F portfolio, value $6,455.

    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 175 shares
    Change vs previous 13F -209 shares

    <0.01% of the 13F portfolio, value $17,507.

    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 384 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $40,988.

    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 384 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $38,812.

    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 365 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $35,573.

    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 365 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $37,140.

    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 356 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $39,861.

    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).