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Clearview Wealth Management LLC: TAXF position timeline

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

Clearview Wealth Management LLC held 13,001 TAXF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,001 shares
    Change vs previous 13F -93 shares

    0.42% of the 13F portfolio, value $660,893.

    13F-HR 0001754960-26-000483 filed by Clearview Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,094 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $655,368.

    13F-HR 0001754960-26-000388 filed by Clearview Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).