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Clearview Wealth Advisors LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearview Wealth Advisors LLC on AGG, newest first. How the timeline and the estimate are built.

Clearview Wealth Advisors LLC held 2,554 AGG shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 2,554 shares
    Change vs previous 13F -377 shares

    0.16% of the 13F portfolio, value $255,094.

    13F-HR 0001840306-26-000001 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 2,931 shares
    Change vs previous 13F +255 shares

    0.19% of the 13F portfolio, value $293,833.

    13F-HR 0001840306-25-000002 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 2,676 shares
    Change vs previous 13F -179 shares

    0.18% of the 13F portfolio, value $265,459.

    13F-HR 0001754960-25-000482 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 2,855 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $282,417.

    13F-HR 0001754960-25-000241 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 2,855 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $276,650.

    13F-HR 0001754960-25-000065 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 2,855 shares
    Change vs previous 13F +377 shares

    0.22% of the 13F portfolio, value $289,164.

    13F-HR 0001754960-24-000497 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 2,478 shares
    Change vs previous 13F -10,223 shares

    0.21% of the 13F portfolio, value $240,576.

    13F-HR 0001754960-24-000372 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 12,701 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,243,897.

    13F-HR 0001754960-24-000110 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).