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Clearwater Capital Advisors, LLC: SMLF position timeline

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

Clearwater Capital Advisors, LLC held 474,741 SMLF 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 474,741 shares
    Change vs previous 13F -4,468 shares

    3.1% of the 13F portfolio, value $42,318,391.

    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 479,209 shares
    Change vs previous 13F +11,204 shares

    2.92% of the 13F portfolio, value $36,175,499.

    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 468,005 shares
    Change vs previous 13F +2,370 shares

    2.92% of the 13F portfolio, value $35,044,236.

    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 465,635 shares
    Change vs previous 13F -516 shares

    2.95% of the 13F portfolio, value $34,619,949.

    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 466,151 shares
    Change vs previous 13F +7,978 shares

    2.89% of the 13F portfolio, value $31,674,980.

    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 458,173 shares
    Change vs previous 13F +10,739 shares

    2.75% of the 13F portfolio, value $28,480,034.

    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 447,434 shares
    Change vs previous 13F -19,563 shares

    2.95% of the 13F portfolio, value $30,201,790.

    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 466,997 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $30,985,236.

    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).