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Clearview Wealth Advisors LLC: IVW position timeline

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

Clearview Wealth Advisors LLC held 23,194 IVW 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 23,194 shares
    Change vs previous 13F -337 shares

    1.81% of the 13F portfolio, value $2,858,924.

    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 23,531 shares
    Change vs previous 13F +422 shares

    1.82% of the 13F portfolio, value $2,840,644.

    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 23,109 shares
    Change vs previous 13F -2,022 shares

    1.77% of the 13F portfolio, value $2,544,270.

    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 25,131 shares
    Change vs previous 13F -2,790 shares

    1.74% of the 13F portfolio, value $2,332,874.

    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 27,921 shares
    Change vs previous 13F -1,411 shares

    2.15% of the 13F portfolio, value $2,834,866.

    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 29,332 shares
    Change vs previous 13F +10,048 shares

    2.16% of the 13F portfolio, value $2,808,573.

    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 19,284 shares
    Change vs previous 13F +15,476 shares

    1.56% of the 13F portfolio, value $1,784,552.

    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 3,808 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $321,550.

    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).