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Claro Advisors Inc.: CALF position timeline

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

Claro Advisors Inc. held 38,948 CALF 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 38,948 shares
    Change vs previous 13F -2,479 shares

    0.21% of the 13F portfolio, value $1,971,174.

    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 41,427 shares
    Change vs previous 13F -708 shares

    0.22% of the 13F portfolio, value $1,858,817.

    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 42,135 shares
    Change vs previous 13F -894 shares

    0.25% of the 13F portfolio, value $1,869,551.

    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 43,029 shares
    Change vs previous 13F -1,816 shares

    0.27% of the 13F portfolio, value $1,883,797.

    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 44,845 shares
    Change vs previous 13F +2,924 shares

    0.29% of the 13F portfolio, value $1,785,488.

    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 41,921 shares
    Change vs previous 13F -2,004 shares

    0.21% of the 13F portfolio, value $1,572,047.

    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 43,925 shares
    Change vs previous 13F +2,841 shares

    0.26% of the 13F portfolio, value $1,933,150.

    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 41,084 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,911,227.

    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).