Claro Advisors Inc.: CPNS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Claro Advisors Inc. on CPNS, newest first. How the timeline and the estimate are built.
Claro Advisors Inc. held 10,417 CPNS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 10,417 sharesChange vs previous 13F -53 shares
0.03% of the 13F portfolio, value $292,810.
13F-HR 0001951757-26-001082 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,470 sharesChange vs previous 13F -100 shares
0.03% of the 13F portfolio, value $284,500.
13F-HR 0001951757-26-000657 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,570 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $287,716.
13F-HR 0001951757-26-000472 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,570 sharesChange vs previous 13F -475 shares
0.04% of the 13F portfolio, value $284,848.
13F-HR 0001951757-25-001396 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,045 sharesChange vs previous 13F -390 shares
0.05% of the 13F portfolio, value $291,035.
13F-HR 0001951757-25-001033 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,435 sharesChange vs previous 13F -200 shares
0.04% of the 13F portfolio, value $287,848.
13F-HR 0001951757-25-000537 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,635 sharesChange vs previous 13F -500 shares
0.04% of the 13F portfolio, value $295,297.
13F-HR 0001951757-25-000003 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 12,135 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $303,860.
13F-HR/A 0001951757-24-001183 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).