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Claro Advisors Inc.: MSFT position timeline

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

Claro Advisors Inc. held 53,155 MSFT 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 53,155 shares
    Change vs previous 13F +307 shares

    2.08% of the 13F portfolio, value $19,827,859.

    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 52,848 shares
    Change vs previous 13F +10,816 shares

    2.36% of the 13F portfolio, value $19,562,786.

    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 42,032 shares
    Change vs previous 13F +1,210 shares

    2.77% of the 13F portfolio, value $20,327,462.

    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 40,822 shares
    Change vs previous 13F -982 shares

    3.09% of the 13F portfolio, value $21,143,577.

    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 41,804 shares
    Change vs previous 13F -12,246 shares

    3.43% of the 13F portfolio, value $20,793,931.

    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 54,050 shares
    Change vs previous 13F +43 shares

    2.72% of the 13F portfolio, value $20,289,807.

    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 54,007 shares
    Change vs previous 13F -3,442 shares

    3.08% of the 13F portfolio, value $22,763,846.

    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 57,449 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $24,720,493.

    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).