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Disclosery

Claro Advisors Inc.: BDJ position timeline

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

Claro Advisors Inc. held 34,327 BDJ 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 34,327 shares
    Change vs previous 13F -6,761 shares

    0.03% of the 13F portfolio, value $328,510.

    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 41,088 shares
    Change vs previous 13F -1,000 shares

    0.04% of the 13F portfolio, value $354,176.

    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 42,088 shares
    Change vs previous 13F -5,140 shares

    0.05% of the 13F portfolio, value $398,991.

    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 47,228 shares
    Change vs previous 13F -1,783 shares

    0.06% of the 13F portfolio, value $430,244.

    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 49,011 shares
    Change vs previous 13F +24,603 shares

    0.07% of the 13F portfolio, value $435,704.

    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 24,408 shares
    Change vs previous 13F -6,254 shares

    0.03% of the 13F portfolio, value $209,912.

    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 30,662 shares
    Change vs previous 13F -32,974 shares

    0.03% of the 13F portfolio, value $253,884.

    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 63,636 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $550,451.

    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).