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Claro Advisors Inc.: EFG position timeline

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

Claro Advisors Inc. held 11,103 EFG 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 11,103 shares
    Change vs previous 13F -1,388 shares

    0.14% of the 13F portfolio, value $1,381,482.

    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 12,491 shares
    Change vs previous 13F -3,989 shares

    0.17% of the 13F portfolio, value $1,391,148.

    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 16,480 shares
    Change vs previous 13F -8,941 shares

    0.26% of the 13F portfolio, value $1,877,457.

    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 25,421 shares
    Change vs previous 13F -8,828 shares

    0.42% of the 13F portfolio, value $2,894,888.

    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 34,249 shares
    Change vs previous 13F -761 shares

    0.63% of the 13F portfolio, value $3,835,887.

    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 35,010 shares
    Change vs previous 13F -11,632 shares

    0.47% of the 13F portfolio, value $3,500,998.

    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 46,642 shares
    Change vs previous 13F +8,577 shares

    0.61% of the 13F portfolio, value $4,516,375.

    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 38,065 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,097,689.

    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).