Clearview Wealth Advisors LLC: APO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearview Wealth Advisors LLC on APO, newest first. How the timeline and the estimate are built.
Clearview Wealth Advisors LLC held 26,866 APO shares at 2025-12-31 per its 13F-HR filed 2026-02-17.
the latest 13F is the newest step
- period ended2025-12-3113F 26,866 sharesChange vs previous 13F +2,161 shares
2.46% of the 13F portfolio, value $3,889,117.
13F-HR 0001840306-26-000001 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,705 sharesChange vs previous 13F +2,058 shares
2.11% of the 13F portfolio, value $3,292,463.
13F-HR 0001840306-25-000002 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,647 sharesChange vs previous 13F +1,089 shares
2.24% of the 13F portfolio, value $3,212,863.
13F-HR 0001754960-25-000482 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,558 sharesChange vs previous 13F +17,418 shares
2.21% of the 13F portfolio, value $2,952,186.
13F-HR 0001754960-25-000241 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,140 sharesChange vs previous 13F not available
0.52% of the 13F portfolio, value $683,779.
13F-HR 0001754960-25-000065 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).