Skip to content
Disclosery

Claro Advisors Inc.: DUK position timeline

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

Claro Advisors Inc. held 12,181 DUK 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 12,181 shares
    Change vs previous 13F +135 shares

    0.16% of the 13F portfolio, value $1,541,843.

    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 12,046 shares
    Change vs previous 13F +243 shares

    0.19% of the 13F portfolio, value $1,577,244.

    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 11,803 shares
    Change vs previous 13F -62 shares

    0.19% of the 13F portfolio, value $1,383,394.

    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 11,865 shares
    Change vs previous 13F +223 shares

    0.21% of the 13F portfolio, value $1,468,257.

    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 11,642 shares
    Change vs previous 13F -846 shares

    0.23% of the 13F portfolio, value $1,373,770.

    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 12,488 shares
    Change vs previous 13F +210 shares

    0.2% of the 13F portfolio, value $1,523,159.

    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 12,278 shares
    Change vs previous 13F -885 shares

    0.18% of the 13F portfolio, value $1,322,781.

    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 13,163 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,517,659.

    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).