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Clearwater Capital Advisors, LLC: WCLD position timeline

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

Clearwater Capital Advisors, LLC held 294,035 WCLD 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 294,035 shares
    Change vs previous 13F +33,024 shares

    0.69% of the 13F portfolio, value $9,425,557.

    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 261,011 shares
    Change vs previous 13F +42,055 shares

    0.58% of the 13F portfolio, value $7,130,821.

    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 218,956 shares
    Change vs previous 13F +9,005 shares

    0.64% of the 13F portfolio, value $7,665,650.

    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 209,951 shares
    Change vs previous 13F +4,081 shares

    0.63% of the 13F portfolio, value $7,383,683.

    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 205,870 shares
    Change vs previous 13F +19,955 shares

    0.68% of the 13F portfolio, value $7,440,142.

    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 185,915 shares
    Change vs previous 13F +11,817 shares

    0.58% of the 13F portfolio, value $6,032,942.

    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 174,098 shares
    Change vs previous 13F -7,909 shares

    0.64% of the 13F portfolio, value $6,532,157.

    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 182,007 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,816,944.

    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).