Clearview Wealth Advisors LLC: WVVI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearview Wealth Advisors LLC on WVVI, newest first. How the timeline and the estimate are built.
Clearview Wealth Advisors LLC held 15,622 WVVI shares at 2025-12-31 per its 13F-HR filed 2026-02-17.
the latest 13F is the newest step
- period ended2025-12-3113F 15,622 sharesChange vs previous 13F +98 shares
0.03% of the 13F portfolio, value $47,647.
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 15,524 sharesChange vs previous 13F -50 shares
0.04% of the 13F portfolio, value $56,507.
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 15,574 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $85,968.
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 15,574 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $92,510.
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 15,574 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $52,173.
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 15,574 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $54,198.
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 15,574 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $61,206.
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 15,574 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $78,026.
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).