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Clearwater Capital Advisors, LLC: IDNA position timeline

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

Clearwater Capital Advisors, LLC held 32,894 IDNA 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 32,894 shares
    Change vs previous 13F -3,402 shares

    0.08% of the 13F portfolio, value $1,110,173.

    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 36,296 shares
    Change vs previous 13F -1,529 shares

    0.09% of the 13F portfolio, value $1,054,399.

    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 37,825 shares
    Change vs previous 13F -6,355 shares

    0.08% of the 13F portfolio, value $990,637.

    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 44,180 shares
    Change vs previous 13F -22,948 shares

    0.09% of the 13F portfolio, value $1,043,294.

    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 67,128 shares
    Change vs previous 13F -18,525 shares

    0.13% of the 13F portfolio, value $1,376,796.

    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 85,653 shares
    Change vs previous 13F +1,411 shares

    0.17% of the 13F portfolio, value $1,755,030.

    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 84,242 shares
    Change vs previous 13F +29,084 shares

    0.19% of the 13F portfolio, value $1,906,397.

    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 55,158 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,357,654.

    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).