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Claro Advisors Inc.: DGRW position timeline

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

Claro Advisors Inc. held 5,659 DGRW 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 5,659 shares
    Change vs previous 13F -14 shares

    0.06% of the 13F portfolio, value $541,139.

    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 5,673 shares
    Change vs previous 13F +551 shares

    0.06% of the 13F portfolio, value $498,285.

    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 5,122 shares
    Change vs previous 13F -6,193 shares

    0.06% of the 13F portfolio, value $458,043.

    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 11,315 shares
    Change vs previous 13F +7,507 shares

    0.15% of the 13F portfolio, value $1,006,625.

    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 3,808 shares
    Change vs previous 13F -2,944 shares

    0.05% of the 13F portfolio, value $318,847.

    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 6,752 shares
    Change vs previous 13F +16 shares

    0.07% of the 13F portfolio, value $539,225.

    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 6,736 shares
    Change vs previous 13F -281 shares

    0.07% of the 13F portfolio, value $545,177.

    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 7,017 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $583,878.

    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).