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Claro Advisors Inc.: MTUM position timeline

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

Claro Advisors Inc. held 19,867 MTUM 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 19,867 shares
    Change vs previous 13F -5,280 shares

    0.71% of the 13F portfolio, value $6,810,930.

    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 25,147 shares
    Change vs previous 13F +1,036 shares

    0.73% of the 13F portfolio, value $6,034,920.

    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 24,111 shares
    Change vs previous 13F +10,485 shares

    0.82% of the 13F portfolio, value $6,035,323.

    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 13,626 shares
    Change vs previous 13F +3,178 shares

    0.51% of the 13F portfolio, value $3,494,400.

    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 10,448 shares
    Change vs previous 13F +333 shares

    0.41% of the 13F portfolio, value $2,510,982.

    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 10,115 shares
    Change vs previous 13F +67 shares

    0.27% of the 13F portfolio, value $2,044,468.

    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 10,048 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,079,234.

    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).