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Claro Advisors Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Claro Advisors Inc. on AAPL, newest first. How the timeline and the estimate are built.

Claro Advisors Inc. held 97,879 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,879 shares
    Change vs previous 13F +258 shares

    2.97% of the 13F portfolio, value $28,322,190.

    13F-HR 0001951757-26-001082 filed by Claro Advisors Inc.
    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 97,621 shares
    Change vs previous 13F +8,820 shares

    2.98% of the 13F portfolio, value $24,775,348.

    13F-HR 0001951757-26-000657 filed by Claro Advisors Inc.
    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 88,801 shares
    Change vs previous 13F -1,162 shares

    3.29% of the 13F portfolio, value $24,141,452.

    13F-HR 0001951757-26-000472 filed by Claro Advisors Inc.
    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 89,963 shares
    Change vs previous 13F -8,912 shares

    3.34% of the 13F portfolio, value $22,907,182.

    13F-HR 0001951757-25-001396 filed by Claro Advisors Inc.
    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 98,875 shares
    Change vs previous 13F -26,828 shares

    3.35% of the 13F portfolio, value $20,286,101.

    13F-HR 0001951757-25-001033 filed by Claro Advisors Inc.
    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 125,703 shares
    Change vs previous 13F +1,484 shares

    3.74% of the 13F portfolio, value $27,922,500.

    13F-HR 0001951757-25-000537 filed by Claro Advisors Inc.
    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 124,219 shares
    Change vs previous 13F +953 shares

    4.21% of the 13F portfolio, value $31,106,934.

    13F-HR 0001951757-25-000003 filed by Claro Advisors Inc.
    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/A 123,266 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $28,720,885.

    13F-HR/A 0001951757-24-001183 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).