Sound View Wealth Advisors Group, LLC: CLX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sound View Wealth Advisors Group, LLC on CLX, newest first. How the timeline and the estimate are built.
Sound View Wealth Advisors Group, LLC held 0 CLX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -1,962 shares
13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 1,962 sharesChange vs previous 13F +1,962 shares
0.01% of the 13F portfolio, value $203,332.
13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -2,028 shares
13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 2,028 sharesChange vs previous 13F +2,028 shares
0.02% of the 13F portfolio, value $250,064.
13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors Group, 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 0 sharesChange vs previous 13F -1,345 shares
13F-HR 0001765380-25-000197 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 1,345 sharesChange vs previous 13F +77 shares
0.02% of the 13F portfolio, value $218,457.
13F-HR 0001765380-25-000062 filed by Sound View Wealth Advisors Group, 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 1,268 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $206,586.
13F-HR 0001765380-24-000421 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).