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Clearview Wealth Advisors LLC: WM position timeline

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

Clearview Wealth Advisors LLC held 2,138 WM 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 2,138 shares
    Change vs previous 13F -103 shares

    0.3% of the 13F portfolio, value $469,784.

    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 2,241 shares
    Change vs previous 13F -65 shares

    0.32% of the 13F portfolio, value $494,924.

    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 2,306 shares
    Change vs previous 13F +2 shares

    0.37% of the 13F portfolio, value $527,705.

    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 2,304 shares
    Change vs previous 13F -93 shares

    0.4% of the 13F portfolio, value $533,445.

    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 2,397 shares
    Change vs previous 13F -24 shares

    0.37% of the 13F portfolio, value $483,731.

    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 2,421 shares
    Change vs previous 13F -67 shares

    0.39% of the 13F portfolio, value $502,641.

    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 2,488 shares
    Change vs previous 13F -164 shares

    0.46% of the 13F portfolio, value $530,833.

    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 2,652 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $565,339.

    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).