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Disclosery

Claro Advisors Inc.: IWM position timeline

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

Claro Advisors Inc. held 9,479 IWM 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 9,479 shares
    Change vs previous 13F -367 shares

    0.3% of the 13F portfolio, value $2,847,919.

    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 9,846 shares
    Change vs previous 13F +602 shares

    0.29% of the 13F portfolio, value $2,441,722.

    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 9,244 shares
    Change vs previous 13F -356 shares

    0.31% of the 13F portfolio, value $2,275,601.

    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 9,600 shares
    Change vs previous 13F -1,161 shares

    0.34% of the 13F portfolio, value $2,322,806.

    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 10,761 shares
    Change vs previous 13F +10 shares

    0.38% of the 13F portfolio, value $2,322,192.

    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 10,751 shares
    Change vs previous 13F +595 shares

    0.29% of the 13F portfolio, value $2,144,628.

    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 10,156 shares
    Change vs previous 13F +919 shares

    0.3% of the 13F portfolio, value $2,244,053.

    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 9,237 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,040,409.

    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).