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Claro Advisors Inc.: IWF position timeline

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

Claro Advisors Inc. held 304,531 IWF 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 304,531 shares
    Change vs previous 13F +243,963 shares

    3.97% of the 13F portfolio, value $37,813,592.

    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 60,568 shares
    Change vs previous 13F +206 shares

    3.11% of the 13F portfolio, value $25,826,341.

    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 60,362 shares
    Change vs previous 13F +6,118 shares

    3.89% of the 13F portfolio, value $28,569,310.

    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 54,244 shares
    Change vs previous 13F +5,751 shares

    3.71% of the 13F portfolio, value $25,408,266.

    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 48,493 shares
    Change vs previous 13F -12,056 shares

    3.4% of the 13F portfolio, value $20,589,208.

    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 60,549 shares
    Change vs previous 13F +1,398 shares

    2.93% of the 13F portfolio, value $21,863,780.

    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 59,151 shares
    Change vs previous 13F +5,315 shares

    3.21% of the 13F portfolio, value $23,753,947.

    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 53,836 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $20,209,040.

    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).