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Disclosery

Claro Advisors Inc.: IUSB position timeline

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

Claro Advisors Inc. held 392,139 IUSB 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 392,139 shares
    Change vs previous 13F +51,055 shares

    1.9% of the 13F portfolio, value $18,097,230.

    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 341,084 shares
    Change vs previous 13F +35,281 shares

    1.9% of the 13F portfolio, value $15,754,678.

    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 305,803 shares
    Change vs previous 13F +42,038 shares

    1.94% of the 13F portfolio, value $14,232,094.

    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 263,765 shares
    Change vs previous 13F +17,711 shares

    1.8% of the 13F portfolio, value $12,320,462.

    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 246,054 shares
    Change vs previous 13F -52,173 shares

    1.88% of the 13F portfolio, value $11,375,091.

    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 298,227 shares
    Change vs previous 13F +17,966 shares

    1.84% of the 13F portfolio, value $13,742,310.

    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 280,261 shares
    Change vs previous 13F -54,840 shares

    1.71% of the 13F portfolio, value $12,667,797.

    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 335,101 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $15,789,943.

    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).