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Clearview Wealth Advisors LLC: IVE position timeline

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

Clearview Wealth Advisors LLC held 13,829 IVE 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 13,829 shares
    Change vs previous 13F +3,805 shares

    1.86% of the 13F portfolio, value $2,932,820.

    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 10,024 shares
    Change vs previous 13F +656 shares

    1.33% of the 13F portfolio, value $2,070,106.

    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 9,368 shares
    Change vs previous 13F +501 shares

    1.28% of the 13F portfolio, value $1,830,703.

    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 8,867 shares
    Change vs previous 13F +1,742 shares

    1.26% of the 13F portfolio, value $1,689,844.

    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 7,125 shares
    Change vs previous 13F +159 shares

    1.03% of the 13F portfolio, value $1,359,961.

    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 6,966 shares
    Change vs previous 13F +597 shares

    1.06% of the 13F portfolio, value $1,373,394.

    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 6,369 shares
    Change vs previous 13F -2,779 shares

    1.01% of the 13F portfolio, value $1,159,270.

    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 9,148 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $1,708,955.

    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).