CLEAR INVESTMENT RESEARCH, LLC VST VISTRA CORP

Ownership history in CLEAR INVESTMENT RESEARCH, LLC  ·  5 quarters on record

AI Ownership Summary

CLEAR INVESTMENT RESEARCH, LLC reported VISTRA CORP (VST) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows VST at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLEAR INVESTMENT RESEARCH, LLC's position in VISTRA CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VST was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CLEAR INVESTMENT RESEARCH, LLC held VST — position size vs. price
% of Fund (quarterly)    VST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 33 +5 +17.9% 0.01% $5K 2026-05-04 $160.85
2025 Q3 UNCHANGED 28 0% 0.01% $6K 2025-11-07 $190.47
2025 Q2 UNCHANGED 28 0% 0.01% $5K 2025-08-04 $213.24
2025 Q1 ADDED 28 +19 +211.1% 0.00% $3K 2025-05-09 $135.06
2024 Q4 INITIATED 9 0.00% $1K 2025-02-11 $166.47

FAQ About CLEAR INVESTMENT RESEARCH, LLC and VST

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLEAR INVESTMENT RESEARCH, LLC reported owning VST?

CLEAR INVESTMENT RESEARCH, LLC reported VST across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VST position in CLEAR INVESTMENT RESEARCH, LLC's portfolio?

The largest reported portfolio weight for VST was 0.01% in 2026 Q1.

What is the latest reported VST position on this page?

The most recent filing on this page is 2026 Q1, when CLEAR INVESTMENT RESEARCH, LLC reported 33 shares, equal to 0.01% of portfolio, with an estimated market value of $5K.

What does the chart on this VST ownership page compare?

The chart compares CLEAR INVESTMENT RESEARCH, LLC's quarterly VST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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