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Civista Bancshares Inc equity shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of Civista Bancshares Inc equity (CIVB) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in Civista Bancshares Inc equity

Tip: Access up to 7 years of quarterly data

All positions including Civista Bancshares Inc equity held by Clear Perspectives Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Civista Bancshares Inc equity by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $5.4k 318 16.88
2022-12-31 $29k 1.3k 22.01
2022-09-30 $27k 1.3k 20.49
2022-06-30 $28k 1.3k 21.24

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Civista Bancshares Inc equity

BlackRock
Vanguard Group
Dimensional Fund Advisors
Wellington Management Company
Pacific Ridge Capital Partners
Geode Capital Management
RMB Capital Management
Mendon Capital Advisors Corp.
Beese Fulmer Investment Management
Hotchkis and Wiley Capital Management
Northern Trust
Summit Financial Strategies
Sandler O'Neill Asset Management
Fourthstone
LSV Asset Management

View all funds holding Civista Bancshares Inc equity