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Claro Advisors Inc.: META position timeline

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

Claro Advisors Inc. held 17,469 META 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 17,469 shares
    Change vs previous 13F +718 shares

    1.03% of the 13F portfolio, value $9,840,035.

    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 16,751 shares
    Change vs previous 13F +1,478 shares

    1.15% of the 13F portfolio, value $9,583,809.

    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 15,273 shares
    Change vs previous 13F +778 shares

    1.37% of the 13F portfolio, value $10,081,288.

    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 14,495 shares
    Change vs previous 13F +56 shares

    1.55% of the 13F portfolio, value $10,644,763.

    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 14,439 shares
    Change vs previous 13F -2,944 shares

    1.76% of the 13F portfolio, value $10,657,442.

    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 17,383 shares
    Change vs previous 13F +264 shares

    1.34% of the 13F portfolio, value $10,018,928.

    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 17,119 shares
    Change vs previous 13F +153 shares

    1.36% of the 13F portfolio, value $10,023,142.

    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 16,966 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $9,711,845.

    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).