Clear Perspective Advisors, LLC

13F Filings History

Latest 13F report
Q4 2021 - Feb 17, 2022
Value $
$329M
Signature - Title
Stewart Beach - Managing Member
Location
Aurora, IL
Summary
This page shows a list of all the recent 13F filings made by Clear Perspective Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clear Perspective Advisors, LLC reported 181 stock holdings with total value $329M as of Q4 2021. Top holdings included SPLG, SCHD, LMBS, VOO, and TMFC.
Holdings Value