Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
12 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
1 Mar 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
25 Aug 23
N-PX
Annual report of proxy voting record
25 Aug 23
DEF 14C
Information statement
4 Aug 23
DEF 14A
Definitive proxy
20 Jul 23
PRE 14A
Preliminary proxy
5 Jul 23
N-CEN
Annual report (registered investment company)
13 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
3 Mar 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
25 Aug 22
N-PX
Annual report of proxy voting record
25 Aug 22
N-CEN
Annual report (registered investment company)
11 Mar 22
N-CSR
Certified annual shareholder report (management investment company)
4 Mar 22
DEF 14C
Information statement
21 Jan 22
DEF 14C
Information statement
10 Dec 21
CORRESP
Correspondence with SEC
9 Sep 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
26 Aug 21
N-PX
Annual report of proxy voting record
25 Aug 21
CORRESP
Correspondence with SEC
6 Aug 21
CORRESP
Correspondence with SEC
23 Apr 21
N-CEN
Annual report (registered investment company)
11 Mar 21
N-CSR
Certified annual shareholder report (management investment company)
3 Mar 21
DEF 14C
Information statement
14 Dec 20
N-PX
Annual report of proxy voting record
27 Aug 20
N-CSRS
Certified semi-annual shareholder report (management investment company)
26 Aug 20
DEF 14C
Information statement
25 Aug 20
CORRESP
Correspondence with SEC
27 Apr 20
N-CEN
Annual report (registered investment company)
13 Mar 20
N-CSR
Certified annual shareholder report (management investment company)
5 Mar 20
DEF 14C
Information statement
5 Dec 19
N-CSRS
Certified semi-annual shareholder report (management investment company)
30 Aug 19
N-PX
Annual report of proxy voting record
29 Aug 19
N-CEN
Annual report (registered investment company)
13 Mar 19
N-CSR
Certified annual shareholder report (management investment company)
6 Mar 19
N-CSRS
Certified semi-annual shareholder report (management investment company)
30 Aug 18
N-PX
Annual report of proxy voting record
29 Aug 18
CORRESP
Correspondence with SEC
30 Apr 18
N-CSR
Certified annual shareholder report (management investment company)
2 Mar 18
DEF 14C
Information statement
5 Dec 17
N-CSR
Certified annual shareholder report (management investment company)
30 Aug 17
Latest ownership filings
NPORT-P
Clearwater Tax-Exempt Bond Fund (Sep 2023 report)
27 Nov 23
NPORT-P
Clearwater Core Equity Fund (Sep 2023 report)
27 Nov 23
NPORT-P
Clearwater International Fund (Sep 2023 report)
27 Nov 23
NPORT-P
Clearwater Select Equity Fund (Sep 2023 report)
27 Nov 23
NPORT-P
Clearwater Core Equity Fund (Jun 2023 report)
23 Aug 23
NPORT-P
Clearwater Select Equity Fund (Jun 2023 report)
23 Aug 23
NPORT-P
Clearwater International Fund (Jun 2023 report)
23 Aug 23
NPORT-P
Clearwater Tax-Exempt Bond Fund (Jun 2023 report)
23 Aug 23
NPORT-P
Clearwater Select Equity Fund (Mar 2023 report)
30 May 23
NPORT-P
Clearwater Core Equity Fund (Mar 2023 report)
30 May 23
NPORT-P
Clearwater Tax-Exempt Bond Fund (Mar 2023 report)
30 May 23
NPORT-P
Clearwater International Fund (Mar 2023 report)
30 May 23
NPORT-P
Clearwater International Fund (Dec 2022 report)
22 Feb 23
NPORT-P
Clearwater Tax-Exempt Bond Fund (Dec 2022 report)
22 Feb 23
NPORT-P
Clearwater Select Equity Fund (Dec 2022 report)
22 Feb 23
NPORT-P
Clearwater Core Equity Fund (Dec 2022 report)
22 Feb 23
NPORT-P
Clearwater Select Equity Fund (Sep 2022 report)
22 Nov 22
NPORT-P
Clearwater Tax-Exempt Bond Fund (Sep 2022 report)
22 Nov 22
NPORT-P
Clearwater Core Equity Fund (Sep 2022 report)
22 Nov 22
NPORT-P
Clearwater International Fund (Sep 2022 report)
22 Nov 22
NPORT-P
Clearwater Select Equity Fund (Jun 2022 report)
24 Aug 22
NPORT-P
Clearwater Tax-Exempt Bond Fund (Jun 2022 report)
24 Aug 22
NPORT-P
Clearwater Core Equity Fund (Jun 2022 report)
24 Aug 22
NPORT-P
Clearwater International Fund (Jun 2022 report)
24 Aug 22
NPORT-P
Clearwater Tax-Exempt Bond Fund (Mar 2022 report)
25 May 22
NPORT-P
Clearwater Select Equity Fund (Mar 2022 report)
25 May 22
NPORT-P
Clearwater International Fund (Mar 2022 report)
25 May 22
NPORT-P
Clearwater Core Equity Fund (Mar 2022 report)
25 May 22
NPORT-P
Clearwater International Fund (Dec 2021 report)
17 Feb 22
NPORT-P
Clearwater Select Equity Fund (Dec 2021 report)
17 Feb 22
NPORT-P
Clearwater Tax-Exempt Bond Fund (Dec 2021 report)
17 Feb 22
NPORT-P
Clearwater Core Equity Fund (Dec 2021 report)
17 Feb 22
NPORT-P
Clearwater Select Equity Fund (Sep 2021 report)
29 Nov 21
NPORT-P
Clearwater Tax-Exempt Bond Fund (Sep 2021 report)
29 Nov 21
NPORT-P
Clearwater Core Equity Fund (Sep 2021 report)
29 Nov 21
NPORT-P
Clearwater International Fund (Sep 2021 report)
29 Nov 21
NPORT-P
Clearwater Select Equity Fund (Jun 2021 report)
17 Aug 21
NPORT-P
Clearwater Tax-Exempt Bond Fund (Jun 2021 report)
17 Aug 21
NPORT-P
Clearwater Core Equity Fund (Jun 2021 report)
17 Aug 21
NPORT-P
Clearwater International Fund (Jun 2021 report)
17 Aug 21