Skip to content
Disclosery

Clearview Wealth Advisors LLC: XLG position timeline

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

Clearview Wealth Advisors LLC held 38,554 XLG 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 38,554 shares
    Change vs previous 13F +18,433 shares

    1.45% of the 13F portfolio, value $2,285,497.

    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 20,121 shares
    Change vs previous 13F +2,628 shares

    0.74% of the 13F portfolio, value $1,157,368.

    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 17,493 shares
    Change vs previous 13F +5,779 shares

    0.63% of the 13F portfolio, value $911,390.

    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 11,714 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $539,080.

    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).