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Claro Advisors Inc.: MUB position timeline

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

Claro Advisors Inc. held 21,485 MUB 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 21,485 shares
    Change vs previous 13F +756 shares

    0.24% of the 13F portfolio, value $2,312,212.

    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 20,729 shares
    Change vs previous 13F +2,591 shares

    0.27% of the 13F portfolio, value $2,200,417.

    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 18,138 shares
    Change vs previous 13F +2,383 shares

    0.26% of the 13F portfolio, value $1,942,809.

    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 15,755 shares
    Change vs previous 13F +1,492 shares

    0.24% of the 13F portfolio, value $1,677,759.

    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 14,263 shares
    Change vs previous 13F +65 shares

    0.25% of the 13F portfolio, value $1,490,164.

    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 14,198 shares
    Change vs previous 13F +738 shares

    0.2% of the 13F portfolio, value $1,497,046.

    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 13,460 shares
    Change vs previous 13F -479 shares

    0.19% of the 13F portfolio, value $1,434,188.

    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 13,939 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,514,201.

    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).