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Claro Advisors Inc.: IEFA position timeline

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

Claro Advisors Inc. held 47,863 IEFA 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 47,863 shares
    Change vs previous 13F -3,334 shares

    0.49% of the 13F portfolio, value $4,622,618.

    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 51,197 shares
    Change vs previous 13F +23,610 shares

    0.56% of the 13F portfolio, value $4,634,824.

    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 27,587 shares
    Change vs previous 13F +2,721 shares

    0.34% of the 13F portfolio, value $2,467,961.

    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 24,866 shares
    Change vs previous 13F -1,816 shares

    0.32% of the 13F portfolio, value $2,171,024.

    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 26,682 shares
    Change vs previous 13F -15,230 shares

    0.37% of the 13F portfolio, value $2,227,428.

    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 41,912 shares
    Change vs previous 13F -4,484 shares

    0.42% of the 13F portfolio, value $3,170,621.

    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 46,396 shares
    Change vs previous 13F -42,021 shares

    0.44% of the 13F portfolio, value $3,260,696.

    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 88,417 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $6,900,950.

    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).