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Disclosery

Claro Advisors Inc.: EPD position timeline

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

Claro Advisors Inc. held 33,354 EPD 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 33,354 shares
    Change vs previous 13F +600 shares

    0.13% of the 13F portfolio, value $1,226,094.

    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 32,754 shares
    Change vs previous 13F +190 shares

    0.15% of the 13F portfolio, value $1,239,412.

    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 32,564 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,044,002.

    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 32,564 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,018,277.

    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 32,564 shares
    Change vs previous 13F +4,439 shares

    0.17% of the 13F portfolio, value $1,009,810.

    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 28,125 shares
    Change vs previous 13F -107 shares

    0.13% of the 13F portfolio, value $960,188.

    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 28,232 shares
    Change vs previous 13F -46 shares

    0.12% of the 13F portfolio, value $885,356.

    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 28,278 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $823,173.

    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).