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Disclosery

Claro Advisors Inc.: IBM position timeline

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

Claro Advisors Inc. held 5,580 IBM 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 5,580 shares
    Change vs previous 13F +504 shares

    0.16% of the 13F portfolio, value $1,569,112.

    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 5,076 shares
    Change vs previous 13F +815 shares

    0.15% of the 13F portfolio, value $1,230,324.

    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 4,261 shares
    Change vs previous 13F +358 shares

    0.17% of the 13F portfolio, value $1,262,244.

    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 3,903 shares
    Change vs previous 13F -117 shares

    0.16% of the 13F portfolio, value $1,101,303.

    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 4,020 shares
    Change vs previous 13F -1,003 shares

    0.2% of the 13F portfolio, value $1,185,156.

    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 5,023 shares
    Change vs previous 13F +9 shares

    0.17% of the 13F portfolio, value $1,249,132.

    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 5,014 shares
    Change vs previous 13F -1,679 shares

    0.15% of the 13F portfolio, value $1,102,133.

    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 6,693 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,479,711.

    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).