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Clearview Wealth Advisors LLC: CGXU position timeline

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

Clearview Wealth Advisors LLC held 166,732 CGXU 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 166,732 shares
    Change vs previous 13F -3,555 shares

    3.12% of the 13F portfolio, value $4,926,937.

    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 170,287 shares
    Change vs previous 13F +7,026 shares

    3.23% of the 13F portfolio, value $5,043,897.

    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 163,261 shares
    Change vs previous 13F +1,514 shares

    3.09% of the 13F portfolio, value $4,429,259.

    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 161,747 shares
    Change vs previous 13F +4,815 shares

    2.96% of the 13F portfolio, value $3,959,556.

    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 156,932 shares
    Change vs previous 13F +6,295 shares

    2.94% of the 13F portfolio, value $3,871,501.

    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 150,637 shares
    Change vs previous 13F +18,866 shares

    3.13% of the 13F portfolio, value $4,062,672.

    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 131,771 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $3,389,150.

    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).