Skip to content
Disclosery

Claro Advisors Inc.: ITOT position timeline

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

Claro Advisors Inc. held 30,427 ITOT 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 30,427 shares
    Change vs previous 13F -168 shares

    0.52% of the 13F portfolio, value $4,998,313.

    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 30,595 shares
    Change vs previous 13F +2,497 shares

    0.52% of the 13F portfolio, value $4,357,685.

    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 28,098 shares
    Change vs previous 13F +1,257 shares

    0.57% of the 13F portfolio, value $4,177,888.

    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 26,841 shares
    Change vs previous 13F +1,465 shares

    0.57% of the 13F portfolio, value $3,909,400.

    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 25,376 shares
    Change vs previous 13F +5,030 shares

    0.57% of the 13F portfolio, value $3,426,729.

    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 20,346 shares
    Change vs previous 13F +2,483 shares

    0.33% of the 13F portfolio, value $2,482,419.

    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 17,863 shares
    Change vs previous 13F +348 shares

    0.31% of the 13F portfolio, value $2,297,500.

    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 17,515 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,200,259.

    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).