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Clearwater Capital Advisors, LLC: MUB position timeline

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

Clearwater Capital Advisors, LLC held 135,495 MUB 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 135,495 shares
    Change vs previous 13F -455 shares

    1.07% of the 13F portfolio, value $14,581,994.

    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 135,950 shares
    Change vs previous 13F +1,872 shares

    1.16% of the 13F portfolio, value $14,431,093.

    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 134,078 shares
    Change vs previous 13F -18,139 shares

    1.2% of the 13F portfolio, value $14,361,095.

    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 152,217 shares
    Change vs previous 13F -4,860 shares

    1.38% of the 13F portfolio, value $16,209,589.

    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 157,077 shares
    Change vs previous 13F -11,132 shares

    1.5% of the 13F portfolio, value $16,411,405.

    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 168,209 shares
    Change vs previous 13F +265 shares

    1.71% of the 13F portfolio, value $17,735,957.

    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 167,944 shares
    Change vs previous 13F -6,766 shares

    1.75% of the 13F portfolio, value $17,894,434.

    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 174,710 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $18,978,748.

    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).