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Disclosery

Claro Advisors Inc.: HDV position timeline

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

Claro Advisors Inc. held 43,670 HDV 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 43,670 shares
    Change vs previous 13F +34,831 shares

    0.13% of the 13F portfolio, value $1,197,001.

    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 8,839 shares
    Change vs previous 13F +94 shares

    0.14% of the 13F portfolio, value $1,199,689.

    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 8,745 shares
    Change vs previous 13F -77 shares

    0.14% of the 13F portfolio, value $1,063,510.

    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 8,822 shares
    Change vs previous 13F +739 shares

    0.16% of the 13F portfolio, value $1,080,228.

    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 8,083 shares
    Change vs previous 13F +132 shares

    0.16% of the 13F portfolio, value $947,131.

    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 7,951 shares
    Change vs previous 13F +234 shares

    0.13% of the 13F portfolio, value $963,067.

    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 7,717 shares
    Change vs previous 13F -32 shares

    0.12% of the 13F portfolio, value $866,354.

    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 7,749 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $911,431.

    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).