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Clearview Wealth Advisors LLC: GLDM position timeline

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

Clearview Wealth Advisors LLC held 10,572 GLDM 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 10,572 shares
    Change vs previous 13F +3,030 shares

    0.57% of the 13F portfolio, value $902,532.

    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 7,542 shares
    Change vs previous 13F +523 shares

    0.37% of the 13F portfolio, value $576,586.

    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 7,019 shares
    Change vs previous 13F -2,542 shares

    0.32% of the 13F portfolio, value $459,885.

    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 9,561 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $591,730.

    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).