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Claro Advisors Inc.: CGNG position timeline

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

Claro Advisors Inc. held 42,703 CGNG 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 42,703 shares
    Change vs previous 13F +2,705 shares

    0.17% of the 13F portfolio, value $1,599,672.

    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 39,998 shares
    Change vs previous 13F -1,687 shares

    0.15% of the 13F portfolio, value $1,262,749.

    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 41,685 shares
    Change vs previous 13F +15,195 shares

    0.18% of the 13F portfolio, value $1,331,015.

    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 26,490 shares
    Change vs previous 13F +1,258 shares

    0.12% of the 13F portfolio, value $818,536.

    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 25,232 shares
    Change vs previous 13F +4,481 shares

    0.12% of the 13F portfolio, value $726,941.

    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 20,751 shares
    Change vs previous 13F +7,082 shares

    0.07% of the 13F portfolio, value $522,088.

    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 13,669 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $338,580.

    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).