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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

  1. period ended2025-12-31
    13F 603,327 shares
    Change 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), ingested

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

  2. period ended2025-09-30
    13F 601,461 shares
    Change 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), ingested

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

  3. period ended2025-06-30
    13F 549,551 shares
    Change 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), ingested

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

  4. period ended2025-03-31
    13F 532,727 shares
    Change 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), ingested

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

  5. period ended2024-12-31
    13F 544,175 shares
    Change 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), ingested

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

  6. period ended2024-09-30
    13F 515,570 shares
    Change 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), ingested

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

  7. period ended2024-06-30
    13F 445,429 shares
    Change 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), ingested

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