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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

  1. period ended2026-06-30
    13F 15,776 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,386 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,586 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,951 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,891 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,153 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,843 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).