Clearview Wealth Advisors LLC: JAAA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearview Wealth Advisors LLC on JAAA, newest first. How the timeline and the estimate are built.
Clearview Wealth Advisors LLC held 135,166 JAAA shares at 2025-12-31 per its 13F-HR filed 2026-02-17.
the latest 13F is the newest step
- period ended2025-12-3113F 135,166 sharesChange vs previous 13F +9,667 shares
4.33% of the 13F portfolio, value $6,836,672.
13F-HR 0001840306-26-000001 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 125,499 sharesChange vs previous 13F +9,259 shares
4.08% of the 13F portfolio, value $6,372,821.
13F-HR 0001840306-25-000002 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 116,240 sharesChange vs previous 13F -1,258 shares
4.11% of the 13F portfolio, value $5,899,163.
13F-HR 0001754960-25-000482 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 117,498 sharesChange vs previous 13F +84,908 shares
4.45% of the 13F portfolio, value $5,958,326.
13F-HR 0001754960-25-000241 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,590 sharesChange vs previous 13F not available
1.26% of the 13F portfolio, value $1,652,639.
13F-HR 0001754960-25-000065 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).