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Clearwater Capital Advisors, LLC: ITM position timeline

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

Clearwater Capital Advisors, LLC held 10,075 ITM 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 10,075 shares
    Change vs previous 13F -515 shares

    0.03% of the 13F portfolio, value $473,425.

    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 10,590 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $491,694.

    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 10,590 shares
    Change vs previous 13F -761 shares

    0.04% of the 13F portfolio, value $499,425.

    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 11,351 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $528,957.

    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 11,351 shares
    Change vs previous 13F -125 shares

    0.05% of the 13F portfolio, value $516,130.

    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 11,476 shares
    Change vs previous 13F -200 shares

    0.05% of the 13F portfolio, value $522,273.

    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 11,676 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $538,264.

    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 11,676 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $548,189.

    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).