Clearview Wealth Advisors LLC: CB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearview Wealth Advisors LLC on CB, newest first. How the timeline and the estimate are built.
Clearview Wealth Advisors LLC held 1,338 CB shares at 2025-12-31 per its 13F-HR filed 2026-02-17.
the latest 13F is the newest step
- period ended2025-12-3113F 1,338 sharesChange vs previous 13F -58 shares
0.26% of the 13F portfolio, value $417,677.
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 1,396 sharesChange vs previous 13F -38 shares
0.25% of the 13F portfolio, value $393,999.
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 1,434 sharesChange vs previous 13F -6 shares
0.29% of the 13F portfolio, value $415,357.
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 1,440 sharesChange vs previous 13F -47 shares
0.32% of the 13F portfolio, value $434,985.
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 1,487 sharesChange vs previous 13F -15 shares
0.31% of the 13F portfolio, value $410,895.
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).
- period ended2024-09-3013F 1,502 sharesChange vs previous 13F -42 shares
0.33% of the 13F portfolio, value $433,129.
13F-HR 0001754960-24-000497 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 ended2024-06-3013F 1,544 sharesChange vs previous 13F -72 shares
0.34% of the 13F portfolio, value $393,743.
13F-HR 0001754960-24-000372 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 ended2024-03-3113F 1,616 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $418,842.
13F-HR 0001754960-24-000110 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).