Clearview Wealth Advisors LLC: CGCP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearview Wealth Advisors LLC on CGCP, newest first. How the timeline and the estimate are built.
Clearview Wealth Advisors LLC held 603,327 CGCP shares at 2025-12-31 per its 13F-HR filed 2026-02-17.
the latest 13F is the newest step
- period ended2025-12-3113F 603,327 sharesChange vs previous 13F +1,866 shares
8.66% of the 13F portfolio, value $13,659,326.
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 601,461 sharesChange vs previous 13F +51,910 shares
8.75% of the 13F portfolio, value $13,665,195.
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 549,551 sharesChange vs previous 13F +16,824 shares
8.61% of the 13F portfolio, value $12,364,893.
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 532,727 sharesChange vs previous 13F -11,448 shares
8.94% of the 13F portfolio, value $11,959,732.
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 544,175 sharesChange vs previous 13F +28,605 shares
9.18% of the 13F portfolio, value $12,080,677.
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 515,570 sharesChange vs previous 13F +70,141 shares
9.19% of the 13F portfolio, value $11,919,986.
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 445,429 sharesChange vs previous 13F not available
8.64% of the 13F portfolio, value $9,897,436.
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).