Clearview Wealth Advisors LLC: PPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearview Wealth Advisors LLC on PPL, newest first. How the timeline and the estimate are built.
Clearview Wealth Advisors LLC held 12,991 PPL shares at 2025-12-31 per its 13F-HR filed 2026-02-17.
the latest 13F is the newest step
- period ended2025-12-3113F 12,991 sharesChange vs previous 13F -683 shares
0.29% of the 13F portfolio, value $454,959.
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 13,674 sharesChange vs previous 13F -380 shares
0.33% of the 13F portfolio, value $508,141.
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 14,054 sharesChange vs previous 13F -41 shares
0.33% of the 13F portfolio, value $476,304.
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 14,095 sharesChange vs previous 13F -438 shares
0.38% of the 13F portfolio, value $508,985.
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 14,533 sharesChange vs previous 13F -126 shares
0.36% of the 13F portfolio, value $471,754.
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).
- period ended2024-09-3013F 14,659 sharesChange vs previous 13F -335 shares
0.37% of the 13F portfolio, value $484,933.
13F-HR 0001754960-24-000497 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 ended2024-06-3013F 14,994 sharesChange vs previous 13F -702 shares
0.36% of the 13F portfolio, value $414,595.
13F-HR 0001754960-24-000372 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 ended2024-03-3113F 15,696 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $432,122.
13F-HR 0001754960-24-000110 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).