Clearview Wealth Advisors LLC: HEFA position timeline

Clearview Wealth Advisors LLC held 0 HEFA shares at 2025-06-30 per its 13F-HR filed 2025-07-29.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -6,984 shares

   13F-HR 0001754960-25-000482 filed by Clearview Wealth Advisors LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-03-31

   13F 6,984 shares

   Change vs previous 13F +6,984 shares

   0.19% of the 13F portfolio, value $253,449.

   13F-HR 0001754960-25-000241 filed by Clearview Wealth Advisors LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -9,241 shares

   13F-HR 0001754960-25-000065 filed by Clearview Wealth Advisors LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-09-30

   13F 9,241 shares

   Change vs previous 13F -4,132 shares

   0.25% of the 13F portfolio, value $327,299.

   13F-HR 0001754960-24-000497 filed by Clearview Wealth Advisors LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-06-30

   13F 13,373 shares

   Change vs previous 13F not available

   0.42% of the 13F portfolio, value $475,478.

   13F-HR 0001754960-24-000372 filed by Clearview Wealth Advisors LLC
   Filed 2024-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).