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Disclosery

Claro Advisors Inc.: CSHI position timeline

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

Claro Advisors Inc. held 52,474 CSHI 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 52,474 shares
    Change vs previous 13F -10,622 shares

    0.27% of the 13F portfolio, value $2,613,755.

    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 63,096 shares
    Change vs previous 13F -23,904 shares

    0.38% of the 13F portfolio, value $3,140,898.

    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 87,000 shares
    Change vs previous 13F +55,427 shares

    0.59% of the 13F portfolio, value $4,326,493.

    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 31,573 shares
    Change vs previous 13F +13,045 shares

    0.23% of the 13F portfolio, value $1,569,913.

    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 18,528 shares
    Change vs previous 13F -4,662 shares

    0.15% of the 13F portfolio, value $921,383.

    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 23,190 shares
    Change vs previous 13F +14,390 shares

    0.15% of the 13F portfolio, value $1,150,926.

    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 8,800 shares
    Change vs previous 13F -13,045 shares

    0.06% of the 13F portfolio, value $438,434.

    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 21,845 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,087,872.

    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).