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Clearview Wealth Advisors LLC: XTEN position timeline

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

Clearview Wealth Advisors LLC held 44,306 XTEN 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 44,306 shares
    Change vs previous 13F +993 shares

    1.3% of the 13F portfolio, value $2,047,833.

    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 43,313 shares
    Change vs previous 13F +2,369 shares

    1.29% of the 13F portfolio, value $2,019,671.

    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 40,944 shares
    Change vs previous 13F +21,166 shares

    1.32% of the 13F portfolio, value $1,889,986.

    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 19,778 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $921,061.

    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).