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Disclosery

Claro Advisors Inc.: IRM position timeline

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

Claro Advisors Inc. held 16,771 IRM 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 16,771 shares
    Change vs previous 13F +32 shares

    0.22% of the 13F portfolio, value $2,118,351.

    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 16,739 shares
    Change vs previous 13F +224 shares

    0.21% of the 13F portfolio, value $1,709,712.

    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 16,515 shares
    Change vs previous 13F +302 shares

    0.19% of the 13F portfolio, value $1,369,904.

    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 16,213 shares
    Change vs previous 13F -92 shares

    0.24% of the 13F portfolio, value $1,652,727.

    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 16,305 shares
    Change vs previous 13F -244 shares

    0.28% of the 13F portfolio, value $1,672,371.

    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 16,549 shares
    Change vs previous 13F -49 shares

    0.19% of the 13F portfolio, value $1,423,848.

    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 16,598 shares
    Change vs previous 13F -119 shares

    0.24% of the 13F portfolio, value $1,744,593.

    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 16,717 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,986,481.

    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).