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Disclosery

Clearstead Trust, LLC: VTI position timeline

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

Clearstead Trust, LLC held 1,344 VTI 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 1,344 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $497,334.

    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 1,344 shares
    Change vs previous 13F -6,264 shares

    0.07% of the 13F portfolio, value $431,169.

    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 7,608 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $2,550,735.

    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 7,608 shares
    Change vs previous 13F -860 shares

    0.43% of the 13F portfolio, value $2,496,718.

    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 8,468 shares
    Change vs previous 13F -34 shares

    0.49% of the 13F portfolio, value $2,573,680.

    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 8,502 shares
    Change vs previous 13F +6,898 shares

    0.52% of the 13F portfolio, value $2,336,690.

    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 1,604 shares
    Change vs previous 13F -6 shares

    0.1% of the 13F portfolio, value $464,856.

    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 1,610 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $455,888.

    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).