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Clearview Wealth Advisors LLC: CGDV position timeline

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

Clearview Wealth Advisors LLC held 267,294 CGDV 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 267,294 shares
    Change vs previous 13F -8,661 shares

    7.39% of the 13F portfolio, value $11,664,690.

    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 275,955 shares
    Change vs previous 13F +9,600 shares

    7.42% of the 13F portfolio, value $11,598,407.

    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 266,355 shares
    Change vs previous 13F +6,127 shares

    7.33% of the 13F portfolio, value $10,518,372.

    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 260,228 shares
    Change vs previous 13F -12,136 shares

    6.93% of the 13F portfolio, value $9,274,542.

    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 272,364 shares
    Change vs previous 13F +2,442 shares

    7.3% of the 13F portfolio, value $9,603,570.

    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 269,922 shares
    Change vs previous 13F +33,632 shares

    7.58% of the 13F portfolio, value $9,835,970.

    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 236,290 shares
    Change vs previous 13F not available

    6.81% of the 13F portfolio, value $7,797,570.

    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).