Clearwater Capital Advisors, LLC: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearwater Capital Advisors, LLC on PEP, newest first. How the timeline and the estimate are built.
Clearwater Capital Advisors, LLC held 1,743 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 1,743 sharesChange vs previous 13F -637 shares
0.02% of the 13F portfolio, value $235,940.
13F-HR 0001690531-26-000004 filed by Clearwater Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,380 sharesChange vs previous 13F +163 shares
0.03% of the 13F portfolio, value $369,652.
13F-HR 0001690531-26-000003 filed by Clearwater Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,217 sharesChange vs previous 13F -45 shares
0.03% of the 13F portfolio, value $318,199.
13F-HR 0001690531-26-000002 filed by Clearwater Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,262 sharesChange vs previous 13F +23 shares
0.03% of the 13F portfolio, value $317,746.
13F-HR 0001690531-25-000007 filed by Clearwater Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,239 sharesChange vs previous 13F -502 shares
0.03% of the 13F portfolio, value $295,660.
13F-HR 0001690531-25-000005 filed by Clearwater Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,741 sharesChange vs previous 13F -2 shares
0.04% of the 13F portfolio, value $411,055.
13F-HR 0001690531-25-000003 filed by Clearwater Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,743 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $417,050.
13F-HR 0001690531-25-000001 filed by Clearwater Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,743 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $466,391.
13F-HR 0001690531-24-000006 filed by Clearwater Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).