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Clearwater Capital Advisors, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearwater Capital Advisors, LLC on AAPL, newest first. How the timeline and the estimate are built.

Clearwater Capital Advisors, LLC held 49,975 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,975 shares
    Change vs previous 13F +1,424 shares

    1.06% of the 13F portfolio, value $14,460,854.

    13F-HR 0001690531-26-000004 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,551 shares
    Change vs previous 13F -93 shares

    0.99% of the 13F portfolio, value $12,321,687.

    13F-HR 0001690531-26-000003 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 48,644 shares
    Change vs previous 13F -4,347 shares

    1.1% of the 13F portfolio, value $13,224,245.

    13F-HR 0001690531-26-000002 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 52,991 shares
    Change vs previous 13F -1,563 shares

    1.15% of the 13F portfolio, value $13,493,190.

    13F-HR 0001690531-25-000007 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 54,554 shares
    Change vs previous 13F -1,516 shares

    1.02% of the 13F portfolio, value $11,192,808.

    13F-HR 0001690531-25-000005 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 56,070 shares
    Change vs previous 13F -616 shares

    1.2% of the 13F portfolio, value $12,454,899.

    13F-HR 0001690531-25-000003 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 56,686 shares
    Change vs previous 13F -1,080 shares

    1.39% of the 13F portfolio, value $14,195,365.

    13F-HR 0001690531-25-000001 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 57,766 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $13,459,403.

    13F-HR 0001690531-24-000006 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).