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Clearview Wealth Advisors LLC: BAI position timeline

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

Clearview Wealth Advisors LLC held 34,505 BAI 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 34,505 shares
    Change vs previous 13F +20,318 shares

    0.73% of the 13F portfolio, value $1,149,017.

    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 14,187 shares
    Change vs previous 13F +2,134 shares

    0.31% of the 13F portfolio, value $484,628.

    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 12,053 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $347,729.

    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).