Claro Advisors Inc.: CPSD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Claro Advisors Inc. on CPSD, newest first. How the timeline and the estimate are built.
Claro Advisors Inc. held 15,776 CPSD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 15,776 sharesChange vs previous 13F -610 shares
0.04% of the 13F portfolio, value $421,141.
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 16,386 sharesChange vs previous 13F -200 shares
0.05% of the 13F portfolio, value $424,650.
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 16,586 sharesChange vs previous 13F -365 shares
0.06% of the 13F portfolio, value $431,651.
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 16,951 sharesChange vs previous 13F -940 shares
0.06% of the 13F portfolio, value $432,839.
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 17,891 sharesChange vs previous 13F -1,262 shares
0.07% of the 13F portfolio, value $443,790.
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 19,153 sharesChange vs previous 13F -690 shares
0.06% of the 13F portfolio, value $457,694.
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 19,843 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $479,804.
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).