Clearview Wealth Advisors LLC: SCHA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearview Wealth Advisors LLC on SCHA, newest first. How the timeline and the estimate are built.
Clearview Wealth Advisors LLC held 34,971 SCHA shares at 2025-12-31 per its 13F-HR filed 2026-02-17.
the latest 13F is the newest step
- period ended2025-12-3113F 34,971 sharesChange vs previous 13F +577 shares
0.63% of the 13F portfolio, value $995,983.
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 34,394 sharesChange vs previous 13F +962 shares
0.61% of the 13F portfolio, value $959,588.
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 33,432 sharesChange vs previous 13F +1,179 shares
0.59% of the 13F portfolio, value $845,842.
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 32,253 sharesChange vs previous 13F +685 shares
0.56% of the 13F portfolio, value $755,691.
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 31,568 sharesChange vs previous 13F +15,960 shares
0.62% of the 13F portfolio, value $816,346.
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 15,608 sharesChange vs previous 13F +1,624 shares
0.62% of the 13F portfolio, value $803,805.
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 13,984 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $663,545.
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).