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Claro Advisors Inc.: EFAV position timeline

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

Claro Advisors Inc. held 2,965 EFAV 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 2,965 shares
    Change vs previous 13F +21 shares

    0.03% of the 13F portfolio, value $260,061.

    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 2,944 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $268,994.

    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 2,944 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $253,920.

    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 2,944 shares
    Change vs previous 13F +180 shares

    0.04% of the 13F portfolio, value $249,740.

    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 2,764 shares
    Change vs previous 13F -25 shares

    0.04% of the 13F portfolio, value $232,342.

    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 2,789 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $217,319.

    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).