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Disclosery

Claro Advisors Inc.: ACN position timeline

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

Claro Advisors Inc. held 9,700 ACN 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 9,700 shares
    Change vs previous 13F +541 shares

    0.13% of the 13F portfolio, value $1,207,120.

    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 9,159 shares
    Change vs previous 13F -453 shares

    0.22% of the 13F portfolio, value $1,816,080.

    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 9,612 shares
    Change vs previous 13F +231 shares

    0.35% of the 13F portfolio, value $2,578,794.

    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 9,381 shares
    Change vs previous 13F +159 shares

    0.34% of the 13F portfolio, value $2,313,376.

    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 9,222 shares
    Change vs previous 13F -736 shares

    0.46% of the 13F portfolio, value $2,756,278.

    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 9,958 shares
    Change vs previous 13F +40 shares

    0.42% of the 13F portfolio, value $3,107,401.

    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 9,918 shares
    Change vs previous 13F -1,590 shares

    0.47% of the 13F portfolio, value $3,489,112.

    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 11,508 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,067,852.

    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).