Skip to content
Disclosery

Claro Advisors Inc.: BUFD position timeline

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

Claro Advisors Inc. held 54,271 BUFD 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 54,271 shares
    Change vs previous 13F -2,577 shares

    0.17% of the 13F portfolio, value $1,612,949.

    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 56,848 shares
    Change vs previous 13F +2,444 shares

    0.19% of the 13F portfolio, value $1,591,740.

    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 54,404 shares
    Change vs previous 13F +7,188 shares

    0.21% of the 13F portfolio, value $1,536,358.

    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 47,216 shares
    Change vs previous 13F +5,300 shares

    0.19% of the 13F portfolio, value $1,305,050.

    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 41,916 shares
    Change vs previous 13F +5,949 shares

    0.18% of the 13F portfolio, value $1,113,277.

    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 35,967 shares
    Change vs previous 13F +1,752 shares

    0.12% of the 13F portfolio, value $897,366.

    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 34,215 shares
    Change vs previous 13F +6,385 shares

    0.12% of the 13F portfolio, value $873,157.

    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 27,830 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $696,856.

    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).