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Clearview Wealth Advisors LLC: IUSB position timeline

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

Clearview Wealth Advisors LLC held 45,770 IUSB 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 45,770 shares
    Change vs previous 13F -11,054 shares

    1.35% of the 13F portfolio, value $2,130,133.

    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 56,824 shares
    Change vs previous 13F +1,214 shares

    1.7% of the 13F portfolio, value $2,654,231.

    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 55,610 shares
    Change vs previous 13F -11,467 shares

    1.79% of the 13F portfolio, value $2,570,833.

    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 67,077 shares
    Change vs previous 13F -20,767 shares

    2.31% of the 13F portfolio, value $3,090,908.

    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 87,844 shares
    Change vs previous 13F +10,265 shares

    3.02% of the 13F portfolio, value $3,970,540.

    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 77,579 shares
    Change vs previous 13F +6,929 shares

    2.82% of the 13F portfolio, value $3,655,503.

    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 70,650 shares
    Change vs previous 13F -46,993 shares

    2.79% of the 13F portfolio, value $3,194,805.

    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 117,643 shares
    Change vs previous 13F not available

    5.47% of the 13F portfolio, value $5,363,362.

    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).