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Disclosery

Claro Advisors Inc.: AVUV position timeline

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

Claro Advisors Inc. held 13,053 AVUV 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 13,053 shares
    Change vs previous 13F +475 shares

    0.17% of the 13F portfolio, value $1,628,452.

    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 12,578 shares
    Change vs previous 13F +777 shares

    0.17% of the 13F portfolio, value $1,389,540.

    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 11,801 shares
    Change vs previous 13F +1,384 shares

    0.16% of the 13F portfolio, value $1,203,489.

    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 10,417 shares
    Change vs previous 13F +52 shares

    0.15% of the 13F portfolio, value $1,036,760.

    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 10,365 shares
    Change vs previous 13F +1,993 shares

    0.16% of the 13F portfolio, value $944,247.

    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 8,372 shares
    Change vs previous 13F -796 shares

    0.1% of the 13F portfolio, value $729,750.

    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 9,168 shares
    Change vs previous 13F +159 shares

    0.12% of the 13F portfolio, value $884,950.

    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 9,009 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $864,379.

    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).