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Clearwater Capital Advisors, LLC: LMBS position timeline

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

Clearwater Capital Advisors, LLC held 952,240 LMBS 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 952,240 shares
    Change vs previous 13F +43,110 shares

    3.47% of the 13F portfolio, value $47,402,493.

    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 909,130 shares
    Change vs previous 13F +56,513 shares

    3.65% of the 13F portfolio, value $45,283,750.

    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 852,617 shares
    Change vs previous 13F +45,664 shares

    3.55% of the 13F portfolio, value $42,622,326.

    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 806,953 shares
    Change vs previous 13F +51,460 shares

    3.42% of the 13F portfolio, value $40,178,213.

    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 755,493 shares
    Change vs previous 13F +9,482 shares

    3.4% of the 13F portfolio, value $37,215,586.

    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 746,011 shares
    Change vs previous 13F +22,032 shares

    3.54% of the 13F portfolio, value $36,673,901.

    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 723,979 shares
    Change vs previous 13F +68,712 shares

    3.45% of the 13F portfolio, value $35,236,073.

    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 655,267 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $32,376,728.

    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).