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Clearwater Capital Advisors, LLC: XT position timeline

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

Clearwater Capital Advisors, LLC held 121,987 XT 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 121,987 shares
    Change vs previous 13F -4,323 shares

    0.74% of the 13F portfolio, value $10,079,786.

    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 126,310 shares
    Change vs previous 13F +2,724 shares

    0.69% of the 13F portfolio, value $8,607,939.

    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 123,586 shares
    Change vs previous 13F -2,852 shares

    0.72% of the 13F portfolio, value $8,618,888.

    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 126,438 shares
    Change vs previous 13F +14,714 shares

    0.78% of the 13F portfolio, value $9,096,026.

    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 111,724 shares
    Change vs previous 13F +3,839 shares

    0.67% of the 13F portfolio, value $7,289,991.

    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 107,885 shares
    Change vs previous 13F +2,069 shares

    0.6% of the 13F portfolio, value $6,209,861.

    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 105,816 shares
    Change vs previous 13F +2,134 shares

    0.62% of the 13F portfolio, value $6,312,983.

    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 103,682 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $6,312,161.

    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).