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Disclosery

Claro Advisors Inc.: IWP position timeline

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

Claro Advisors Inc. held 15,575 IWP 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 15,575 shares
    Change vs previous 13F +350 shares

    0.24% of the 13F portfolio, value $2,280,325.

    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 15,225 shares
    Change vs previous 13F -55 shares

    0.23% of the 13F portfolio, value $1,950,639.

    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 15,280 shares
    Change vs previous 13F -252 shares

    0.29% of the 13F portfolio, value $2,092,395.

    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 15,532 shares
    Change vs previous 13F +1,177 shares

    0.32% of the 13F portfolio, value $2,211,913.

    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 14,355 shares
    Change vs previous 13F -1,844 shares

    0.33% of the 13F portfolio, value $1,990,813.

    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 16,199 shares
    Change vs previous 13F -434 shares

    0.25% of the 13F portfolio, value $1,903,172.

    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 16,633 shares
    Change vs previous 13F -16 shares

    0.29% of the 13F portfolio, value $2,108,206.

    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 16,649 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,952,776.

    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).