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Clearview Wealth Advisors LLC: SPYM position timeline

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

Clearview Wealth Advisors LLC held 81,063 SPYM 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 81,063 shares
    Change vs previous 13F +997 shares

    4.12% of the 13F portfolio, value $6,502,892.

    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 80,066 shares
    Change vs previous 13F -703 shares

    4.02% of the 13F portfolio, value $6,272,382.

    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 80,769 shares
    Change vs previous 13F -44,184 shares

    4.09% of the 13F portfolio, value $5,871,065.

    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 124,953 shares
    Change vs previous 13F -8,346 shares

    6.14% of the 13F portfolio, value $8,216,936.

    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 133,299 shares
    Change vs previous 13F -9,567 shares

    6.99% of the 13F portfolio, value $9,189,648.

    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 142,866 shares
    Change vs previous 13F -1,772 shares

    7.43% of the 13F portfolio, value $9,644,888.

    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 144,638 shares
    Change vs previous 13F -125,502 shares

    8.08% of the 13F portfolio, value $9,256,847.

    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 270,140 shares
    Change vs previous 13F not available

    16.96% of the 13F portfolio, value $16,621,692.

    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).