Clearstead Advisors, LLC CVGI COMMERCIAL VEH GROUP INC

Ownership history in Clearstead Advisors, LLC  ·  29 quarters on record

AI Ownership Summary

Clearstead Advisors, LLC reported COMMERCIAL VEH GROUP INC (CVGI) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows CVGI at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CVGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clearstead Advisors, LLC's position in COMMERCIAL VEH GROUP INC, 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

CVGI was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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
2023 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 Clearstead Advisors, LLC held CVGI — position size vs. price
% of Fund (quarterly)    CVGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 700,000 0% 0.02% $2.4M 2026-05-06 $5.20
2025 Q4 UNCHANGED 700,000 0% 0.01% $1.0M 2026-02-09 $1.75
2025 Q3 UNCHANGED 700,000 0% 0.02% $1.2M 2025-11-14 (Est.) $1.53
2025 Q2 ADDED 700,000 +200,000 +40.0% 0.02% $1.2M 2025-08-08 $1.76
2025 Q1 ADDED 500,000 +400,000 +400.0% 0.01% $575K 2025-05-13 $1.32
2024 Q4 ADDED 100,000 +95,000 +1900.0% 0.00% $248K 2025-02-10 $1.98
2024 Q2 UNCHANGED 5,000 0% 0.00% $24K 2024-08-12 $3.20
2024 Q1 UNCHANGED 5,000 0% 0.00% $28K 2024-05-14 $5.30
2023 Q4 UNCHANGED 5,000 0% 0.00% $35K 2024-02-12 $6.69
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Clearstead Advisors, LLC and CVGI

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

How long has Clearstead Advisors, LLC reported owning CVGI?

Clearstead Advisors, LLC reported CVGI across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CVGI position in Clearstead Advisors, LLC's portfolio?

The largest reported portfolio weight for CVGI was 0.02% in 2026 Q1.

What is the latest reported CVGI position on this page?

The most recent filing on this page is 2026 Q1, when Clearstead Advisors, LLC reported 700,000 shares, equal to 0.02% of portfolio, with an estimated market value of $2.4M.

What does the chart on this CVGI ownership page compare?

The chart compares Clearstead Advisors, LLC's quarterly CVGI 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.

How well did Clearstead Advisors, LLC time their CVGI position?

Based on 13F filing dates vs. subsequent CVGI price moves, Clearstead Advisors, LLC correctly timed 11 out of 15 reported position changes (73%). The annualised alpha on CVGI relative to SPY over the holding period was -17.8%.

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