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Claro Advisors Inc.: FTEC position timeline

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

Claro Advisors Inc. held 42,104 FTEC 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 42,104 shares
    Change vs previous 13F +4,544 shares

    1.26% of the 13F portfolio, value $12,024,028.

    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 37,560 shares
    Change vs previous 13F +919 shares

    0.94% of the 13F portfolio, value $7,814,409.

    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 36,641 shares
    Change vs previous 13F +3,566 shares

    1.12% of the 13F portfolio, value $8,232,197.

    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 33,075 shares
    Change vs previous 13F +2,269 shares

    1.07% of the 13F portfolio, value $7,348,225.

    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 30,806 shares
    Change vs previous 13F +4,343 shares

    1% of the 13F portfolio, value $6,075,530.

    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 26,463 shares
    Change vs previous 13F +2,051 shares

    0.57% of the 13F portfolio, value $4,267,715.

    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 24,412 shares
    Change vs previous 13F +1,316 shares

    0.61% of the 13F portfolio, value $4,513,238.

    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 23,096 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,030,252.

    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).