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Disclosery

Claro Advisors Inc.: EES position timeline

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

Claro Advisors Inc. held 7,066 EES 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 7,066 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $478,993.

    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 7,054 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $409,494.

    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 7,049 shares
    Change vs previous 13F -1,165 shares

    0.05% of the 13F portfolio, value $401,272.

    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 8,214 shares
    Change vs previous 13F +15 shares

    0.07% of the 13F portfolio, value $458,917.

    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 8,199 shares
    Change vs previous 13F +248 shares

    0.07% of the 13F portfolio, value $417,804.

    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 7,951 shares
    Change vs previous 13F -288 shares

    0.05% of the 13F portfolio, value $388,346.

    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 8,239 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $444,391.

    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 8,239 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $434,630.

    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).