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Disclosery

Claro Advisors Inc.: IWD position timeline

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

Claro Advisors Inc. held 138,046 IWD 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 138,046 shares
    Change vs previous 13F +10,558 shares

    3.51% of the 13F portfolio, value $33,466,602.

    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 127,488 shares
    Change vs previous 13F -2,514 shares

    3.28% of the 13F portfolio, value $27,240,429.

    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 130,002 shares
    Change vs previous 13F +28,293 shares

    3.73% of the 13F portfolio, value $27,344,591.

    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 101,709 shares
    Change vs previous 13F +17,760 shares

    3.02% of the 13F portfolio, value $20,707,002.

    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 83,949 shares
    Change vs previous 13F -1,819 shares

    2.69% of the 13F portfolio, value $16,305,438.

    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 85,768 shares
    Change vs previous 13F +18,233 shares

    2.16% of the 13F portfolio, value $16,138,119.

    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 67,535 shares
    Change vs previous 13F -1,907 shares

    1.69% of the 13F portfolio, value $12,502,680.

    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 69,442 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $13,180,057.

    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).