Skip to content
Disclosery

Claro Advisors Inc.: AEP position timeline

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

Claro Advisors Inc. held 12,994 AEP 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 12,994 shares
    Change vs previous 13F +95 shares

    0.19% of the 13F portfolio, value $1,777,669.

    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 12,899 shares
    Change vs previous 13F +127 shares

    0.2% of the 13F portfolio, value $1,690,804.

    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 12,772 shares
    Change vs previous 13F +97 shares

    0.2% of the 13F portfolio, value $1,472,764.

    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 12,675 shares
    Change vs previous 13F +182 shares

    0.21% of the 13F portfolio, value $1,425,932.

    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 12,493 shares
    Change vs previous 13F +470 shares

    0.21% of the 13F portfolio, value $1,296,284.

    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 12,023 shares
    Change vs previous 13F +257 shares

    0.18% of the 13F portfolio, value $1,313,764.

    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 11,766 shares
    Change vs previous 13F -474 shares

    0.15% of the 13F portfolio, value $1,085,142.

    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 12,240 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,255,856.

    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).