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Disclosery

Clearstead Trust, LLC: VOO position timeline

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

Clearstead Trust, LLC held 4,859 VOO 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 4,859 shares
    Change vs previous 13F +195 shares

    0.44% of the 13F portfolio, value $3,337,310.

    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 4,664 shares
    Change vs previous 13F +360 shares

    0.45% of the 13F portfolio, value $2,787,154.

    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 4,304 shares
    Change vs previous 13F +768 shares

    0.42% of the 13F portfolio, value $2,699,227.

    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 3,536 shares
    Change vs previous 13F -697 shares

    0.37% of the 13F portfolio, value $2,165,215.

    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 4,233 shares
    Change vs previous 13F +1,374 shares

    0.45% of the 13F portfolio, value $2,404,548.

    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 2,859 shares
    Change vs previous 13F -6 shares

    0.33% of the 13F portfolio, value $1,469,338.

    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 2,865 shares
    Change vs previous 13F +196 shares

    0.33% of the 13F portfolio, value $1,543,923.

    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 2,669 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,408,457.

    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).