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Clearview Wealth Advisors LLC: EFV position timeline

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

Clearview Wealth Advisors LLC held 27,936 EFV 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 27,936 shares
    Change vs previous 13F -10,341 shares

    1.26% of the 13F portfolio, value $1,994,907.

    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 38,277 shares
    Change vs previous 13F +2,150 shares

    1.66% of the 13F portfolio, value $2,596,301.

    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 36,127 shares
    Change vs previous 13F +11,111 shares

    1.6% of the 13F portfolio, value $2,293,368.

    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 25,016 shares
    Change vs previous 13F -7,373 shares

    1.1% of the 13F portfolio, value $1,474,418.

    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 32,389 shares
    Change vs previous 13F +16,150 shares

    1.29% of the 13F portfolio, value $1,699,429.

    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 16,239 shares
    Change vs previous 13F -2,418 shares

    0.72% of the 13F portfolio, value $934,254.

    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 18,657 shares
    Change vs previous 13F -30,083 shares

    0.86% of the 13F portfolio, value $989,590.

    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).

  8. period ended2024-03-31
    13F 48,740 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $2,651,465.

    13F-HR 0001754960-24-000110 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).