Skip to content
Disclosery

Clearwater Capital Advisors, LLC: AGG position timeline

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

Clearwater Capital Advisors, LLC held 95,075 AGG 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 95,075 shares
    Change vs previous 13F -2,177 shares

    0.69% of the 13F portfolio, value $9,410,524.

    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 97,252 shares
    Change vs previous 13F -8,253 shares

    0.78% of the 13F portfolio, value $9,654,207.

    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 105,505 shares
    Change vs previous 13F -24,882 shares

    0.88% of the 13F portfolio, value $10,537,840.

    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 130,387 shares
    Change vs previous 13F -494 shares

    1.11% of the 13F portfolio, value $13,071,297.

    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 130,881 shares
    Change vs previous 13F -10,780 shares

    1.19% of the 13F portfolio, value $12,983,396.

    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 141,661 shares
    Change vs previous 13F -4,054 shares

    1.35% of the 13F portfolio, value $14,013,107.

    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 145,715 shares
    Change vs previous 13F +5,298 shares

    1.38% of the 13F portfolio, value $14,119,784.

    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 140,417 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $14,220,030.

    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).