Skip to content
Disclosery

Claro Advisors Inc.: IVV position timeline

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

Claro Advisors Inc. held 20,715 IVV 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 20,715 shares
    Change vs previous 13F -129 shares

    1.63% of the 13F portfolio, value $15,513,394.

    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 20,844 shares
    Change vs previous 13F +1,670 shares

    1.64% of the 13F portfolio, value $13,615,195.

    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 19,174 shares
    Change vs previous 13F +1,321 shares

    1.79% of the 13F portfolio, value $13,133,232.

    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 17,853 shares
    Change vs previous 13F -567 shares

    1.74% of the 13F portfolio, value $11,949,285.

    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 18,420 shares
    Change vs previous 13F +1,130 shares

    1.89% of the 13F portfolio, value $11,436,696.

    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 17,290 shares
    Change vs previous 13F +1,888 shares

    1.3% of the 13F portfolio, value $9,715,260.

    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 15,402 shares
    Change vs previous 13F +800 shares

    1.23% of the 13F portfolio, value $9,066,587.

    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 14,602 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $8,422,663.

    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).