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Disclosery

Claro Advisors Inc.: BND position timeline

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

Claro Advisors Inc. held 9,715 BND 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 9,715 shares
    Change vs previous 13F -1,691 shares

    0.07% of the 13F portfolio, value $713,206.

    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 11,406 shares
    Change vs previous 13F +3,296 shares

    0.1% of the 13F portfolio, value $839,914.

    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 8,110 shares
    Change vs previous 13F +2,828 shares

    0.08% of the 13F portfolio, value $600,685.

    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 5,282 shares
    Change vs previous 13F -5,853 shares

    0.06% of the 13F portfolio, value $392,792.

    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 11,135 shares
    Change vs previous 13F -542 shares

    0.14% of the 13F portfolio, value $819,902.

    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 11,677 shares
    Change vs previous 13F -4,147 shares

    0.11% of the 13F portfolio, value $857,683.

    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 15,824 shares
    Change vs previous 13F +3,333 shares

    0.15% of the 13F portfolio, value $1,137,916.

    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 12,491 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $938,183.

    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).