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Disclosery

Claro Advisors Inc.: MBB position timeline

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

Claro Advisors Inc. held 5,091 MBB 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 5,091 shares
    Change vs previous 13F +820 shares

    0.05% of the 13F portfolio, value $481,203.

    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 4,271 shares
    Change vs previous 13F +1,158 shares

    0.05% of the 13F portfolio, value $405,490.

    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 3,113 shares
    Change vs previous 13F -2,425 shares

    0.04% of the 13F portfolio, value $296,433.

    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 5,538 shares
    Change vs previous 13F -1,590 shares

    0.08% of the 13F portfolio, value $526,986.

    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 7,128 shares
    Change vs previous 13F -10,727 shares

    0.11% of the 13F portfolio, value $669,226.

    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 17,855 shares
    Change vs previous 13F +430 shares

    0.22% of the 13F portfolio, value $1,674,403.

    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 17,425 shares
    Change vs previous 13F -2,504 shares

    0.22% of the 13F portfolio, value $1,597,551.

    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 19,929 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,909,363.

    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).