Clear Perspectives Financial Planning, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Cincinnati, OH
CIK
0001841174
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 197 178,367 13F-HR 5/11/2023 000184117423000002 Clear Perspectives Financial Planning, LLC
Q4 2022 236 188,244 13F-HR 2/13/2023 000184117423000001 Clear Perspectives Financial Planning, LLC
Q3 2022 208 203,935 13F-HR 11/9/2022 000184117422000004 Clear Perspectives Financial Planning, LLC
Q2 2022 210 256,500 13F-HR 8/11/2022 000184117422000003 Clear Perspectives Financial Planning, LLC
Q1 2022 212 263,836 13F-HR 5/12/2022 000184117422000002 Clear Perspectives Financial Planning, LLC
Q4 2021 235 247,302 13F-HR 2/9/2022 000184117422000001 Clear Perspectives Financial Planning, LLC
Q3 2021 221 220,732 13F-HR 11/5/2021 000184117421000007 Clear Perspectives Financial Planning, LLC
Q2 2021 208 207,084 13F-HR 8/5/2021 000184117421000006 Clear Perspectives Financial Planning, LLC
Q1 2021 190 172,580 13F-HR 5/6/2021 000184117421000004 Clear Perspectives Financial Planning, LLC
Q4 2020 187 157,814 13F-HR 2/1/2021 000184117421000002 Clear Perspectives Financial Planning, LLC