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Claro Advisors Inc.: DYNF position timeline

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

Claro Advisors Inc. held 260,533 DYNF 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 260,533 shares
    Change vs previous 13F +22,479 shares

    1.86% of the 13F portfolio, value $17,718,883.

    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 238,054 shares
    Change vs previous 13F -60,352 shares

    1.67% of the 13F portfolio, value $13,849,996.

    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 298,406 shares
    Change vs previous 13F +36,825 shares

    2.47% of the 13F portfolio, value $18,146,064.

    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 261,581 shares
    Change vs previous 13F +88,483 shares

    2.26% of the 13F portfolio, value $15,485,608.

    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 173,098 shares
    Change vs previous 13F -12,937 shares

    1.56% of the 13F portfolio, value $9,426,922.

    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 186,035 shares
    Change vs previous 13F +16,313 shares

    1.21% of the 13F portfolio, value $9,071,052.

    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 169,722 shares
    Change vs previous 13F +15,306 shares

    1.18% of the 13F portfolio, value $8,698,246.

    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 154,416 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $7,638,980.

    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).