Clearview Wealth Management LLC

SEC CIK: 0001857588
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

PDO holding history

PIMCO Dynamic Income Opportunities Fund in every 13F filed by Clearview Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PDO overview All 13F holders of PDO Full Q2 2026 holdings

Shares (Q2 2026): 10,813
Value: $142.9K
% of portfolio: 0.1%
Quarters held: 2; Since Q1 2026

Holdings of PDO by Clearview Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,813	$142.9K	0.1%	−5,541−33.9%	Reduced	Holders
Q1 2026	16,354	$211.5K	0.1%	–	No prior filing	Holders