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Clearwater Capital Advisors, LLC: EZM position timeline

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

Clearwater Capital Advisors, LLC held 192,023 EZM 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 192,023 shares
    Change vs previous 13F +360 shares

    1.07% of the 13F portfolio, value $14,552,165.

    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 191,663 shares
    Change vs previous 13F +7,268 shares

    1.04% of the 13F portfolio, value $12,883,580.

    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 184,395 shares
    Change vs previous 13F +4,406 shares

    1.03% of the 13F portfolio, value $12,317,616.

    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 179,989 shares
    Change vs previous 13F +1,145 shares

    1.01% of the 13F portfolio, value $11,863,099.

    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 178,844 shares
    Change vs previous 13F +7,103 shares

    1.01% of the 13F portfolio, value $11,047,164.

    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 171,741 shares
    Change vs previous 13F +5,032 shares

    0.99% of the 13F portfolio, value $10,235,764.

    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 166,709 shares
    Change vs previous 13F +8,315 shares

    1.02% of the 13F portfolio, value $10,421,000.

    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 158,394 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $9,874,283.

    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).