Clearview Wealth Advisors LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearview Wealth Advisors LLC on WMT, newest first. How the timeline and the estimate are built.
Clearview Wealth Advisors LLC held 5,829 WMT shares at 2025-12-31 per its 13F-HR filed 2026-02-17.
the latest 13F is the newest step
- period ended2025-12-3113F 5,829 sharesChange vs previous 13F -429 shares
0.41% of the 13F portfolio, value $649,443.
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 6,258 sharesChange vs previous 13F -101 shares
0.41% of the 13F portfolio, value $644,976.
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 6,359 sharesChange vs previous 13F +7 shares
0.43% of the 13F portfolio, value $621,736.
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 6,352 sharesChange vs previous 13F -3,371 shares
0.42% of the 13F portfolio, value $557,682.
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 9,723 sharesChange vs previous 13F -114 shares
0.67% of the 13F portfolio, value $878,470.
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 9,837 sharesChange vs previous 13F -233 shares
0.61% of the 13F portfolio, value $794,335.
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 10,070 sharesChange vs previous 13F -5,664 shares
0.6% of the 13F portfolio, value $681,830.
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 15,734 sharesChange vs previous 13F not available
0.97% of the 13F portfolio, value $946,692.
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).