Skip to main content

Clearview Wealth Advisors LLC

SEC CIK
0001840306
Latest filing
Feb 17, 2026

FRT holding history

Federal Realty Investment Trust in every 13F filed by Clearview Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FRT overviewAll 13F holders of FRTFull Q4 2025 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of FRT by Clearview Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−20−100.0%Sold outHolders
Q2 202320$1.94K<0.1%+1+5.3%AddedHolders
Q1 202319$1.97K<0.1%00.0%UnchangedHolders
Q4 202219$2.00K<0.1%00.0%UnchangedHolders
Q3 202219$2.00K<0.1%00.0%UnchangedHolders
Q2 202219$2.00K<0.1%−88−82.2%ReducedHolders
Q1 2022107$13.0K<0.1%00.0%UnchangedHolders
Q4 2021107$15.0K<0.1%+1+0.9%AddedHolders
Q3 2021106$13.0K<0.1%+9+9.3%AddedHolders
Q2 202197$11.0K<0.1%+1+1.0%AddedHolders
Q1 202196$10.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.