Clearview Wealth Advisors LLC: DGRW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearview Wealth Advisors LLC on DGRW, newest first. How the timeline and the estimate are built.
Clearview Wealth Advisors LLC held 3,613 DGRW shares at 2025-12-31 per its 13F-HR filed 2026-02-17.
the latest 13F is the newest step
- period ended2025-12-3113F 3,613 sharesChange vs previous 13F +990 shares
0.2% of the 13F portfolio, value $323,131.
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 2,623 sharesChange vs previous 13F -305 shares
0.15% of the 13F portfolio, value $233,380.
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 2,928 sharesChange vs previous 13F -925 shares
0.17% of the 13F portfolio, value $245,197.
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 3,853 sharesChange vs previous 13F -86 shares
0.23% of the 13F portfolio, value $307,671.
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 3,939 sharesChange vs previous 13F -375 shares
0.24% of the 13F portfolio, value $318,748.
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 4,314 sharesChange vs previous 13F +2 shares
0.28% of the 13F portfolio, value $359,001.
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 4,312 sharesChange vs previous 13F -358 shares
0.29% of the 13F portfolio, value $336,513.
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 4,670 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $355,771.
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).