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Clearview Wealth Advisors LLC: ESGU position timeline

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

Clearview Wealth Advisors LLC held 11,713 ESGU 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 11,713 shares
    Change vs previous 13F +52 shares

    1.11% of the 13F portfolio, value $1,745,040.

    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 11,661 shares
    Change vs previous 13F -525 shares

    1.09% of the 13F portfolio, value $1,697,900.

    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 12,186 shares
    Change vs previous 13F +71 shares

    1.15% of the 13F portfolio, value $1,648,735.

    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 12,115 shares
    Change vs previous 13F +43 shares

    1.1% of the 13F portfolio, value $1,476,922.

    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 12,072 shares
    Change vs previous 13F +82 shares

    1.18% of the 13F portfolio, value $1,555,154.

    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 11,990 shares
    Change vs previous 13F +120 shares

    1.17% of the 13F portfolio, value $1,512,869.

    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 11,870 shares
    Change vs previous 13F -3,725 shares

    1.24% of the 13F portfolio, value $1,416,312.

    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 15,595 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $1,792,789.

    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).