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Clearview Wealth Advisors LLC: FNDX position timeline

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

Clearview Wealth Advisors LLC held 137,409 FNDX 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 137,409 shares
    Change vs previous 13F +170 shares

    2.37% of the 13F portfolio, value $3,738,890.

    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 137,239 shares
    Change vs previous 13F +7,073 shares

    2.31% of the 13F portfolio, value $3,609,379.

    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 130,166 shares
    Change vs previous 13F +1,637 shares

    2.23% of the 13F portfolio, value $3,194,281.

    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 128,529 shares
    Change vs previous 13F -58 shares

    2.27% of the 13F portfolio, value $3,034,561.

    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 128,587 shares
    Change vs previous 13F +86,741 shares

    2.31% of the 13F portfolio, value $3,044,941.

    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 41,846 shares
    Change vs previous 13F +4,350 shares

    2.31% of the 13F portfolio, value $3,002,836.

    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 37,496 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $2,511,482.

    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).