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Disclosery

Claro Advisors Inc.: CAIE position timeline

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

Claro Advisors Inc. held 73,881 CAIE 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 73,881 shares
    Change vs previous 13F +2,292 shares

    0.21% of the 13F portfolio, value $2,010,296.

    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 71,589 shares
    Change vs previous 13F +1,410 shares

    0.22% of the 13F portfolio, value $1,799,740.

    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 70,179 shares
    Change vs previous 13F +24,710 shares

    0.26% of the 13F portfolio, value $1,876,600.

    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 45,469 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,249,038.

    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).