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Claro Advisors Inc.: FVD position timeline

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

Claro Advisors Inc. held 35,543 FVD 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 35,543 shares
    Change vs previous 13F -4,150 shares

    0.18% of the 13F portfolio, value $1,712,452.

    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 39,693 shares
    Change vs previous 13F -12,127 shares

    0.22% of the 13F portfolio, value $1,866,769.

    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 51,820 shares
    Change vs previous 13F -3,059 shares

    0.33% of the 13F portfolio, value $2,387,852.

    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 54,879 shares
    Change vs previous 13F -1,276 shares

    0.37% of the 13F portfolio, value $2,537,588.

    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 56,155 shares
    Change vs previous 13F -597 shares

    0.41% of the 13F portfolio, value $2,510,148.

    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 56,752 shares
    Change vs previous 13F +62 shares

    0.34% of the 13F portfolio, value $2,530,578.

    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 56,690 shares
    Change vs previous 13F -2,489 shares

    0.33% of the 13F portfolio, value $2,473,961.

    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 59,179 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,692,054.

    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).