Position in VLTO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$834,950
-$330,580 QoQ
Shares Held
9,443
-19.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLTO Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Mar 31, 2026Clearstead Advisors, LLC holds $835,234 across 2 Pollution & Treatment Controls names. VLTO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLTO |
Veralto Corp
This page
|
9,443 | $834,950 | |
| 2 | SCWO |
374Water Inc.
|
100 | $284 |
All Filings in VLTO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $834,950 | 9,443 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,165,530 | 11,681 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,176,441 | 11,035 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,023,633 | 10,140 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $923,143 | 9,473 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $932,640 | 9,157 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,051,260 | 9,398 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $907,346 | 9,504 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $461,652 | 5,207 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $476,038 | 5,787 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $0 | 8 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||