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Claro Advisors Inc.: DGRO position timeline

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

Claro Advisors Inc. held 23,609 DGRO 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 23,609 shares
    Change vs previous 13F +4,665 shares

    0.19% of the 13F portfolio, value $1,789,312.

    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 18,944 shares
    Change vs previous 13F +100 shares

    0.16% of the 13F portfolio, value $1,329,523.

    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 18,844 shares
    Change vs previous 13F +4,015 shares

    0.18% of the 13F portfolio, value $1,308,166.

    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 14,829 shares
    Change vs previous 13F -4,272 shares

    0.15% of the 13F portfolio, value $1,009,544.

    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 19,101 shares
    Change vs previous 13F +1,113 shares

    0.2% of the 13F portfolio, value $1,221,298.

    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 17,988 shares
    Change vs previous 13F -6,069 shares

    0.15% of the 13F portfolio, value $1,111,301.

    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 24,057 shares
    Change vs previous 13F -16,735 shares

    0.2% of the 13F portfolio, value $1,475,674.

    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 40,792 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,557,278.

    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).