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Disclosery

Claro Advisors Inc.: FV position timeline

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

Claro Advisors Inc. held 60,464 FV 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 60,464 shares
    Change vs previous 13F -398 shares

    0.48% of the 13F portfolio, value $4,587,986.

    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 60,862 shares
    Change vs previous 13F -267 shares

    0.44% of the 13F portfolio, value $3,678,340.

    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 61,129 shares
    Change vs previous 13F -3,427 shares

    0.52% of the 13F portfolio, value $3,846,209.

    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 64,556 shares
    Change vs previous 13F +45 shares

    0.58% of the 13F portfolio, value $3,997,283.

    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 64,511 shares
    Change vs previous 13F -11,973 shares

    0.63% of the 13F portfolio, value $3,822,941.

    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 76,484 shares
    Change vs previous 13F -60 shares

    0.56% of the 13F portfolio, value $4,195,907.

    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 76,544 shares
    Change vs previous 13F -73 shares

    0.61% of the 13F portfolio, value $4,520,690.

    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 76,617 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,464,471.

    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).