Claro Advisors Inc.: NU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Claro Advisors Inc. on NU, newest first. How the timeline and the estimate are built.
Claro Advisors Inc. held 21,214 NU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 21,214 sharesChange vs previous 13F +199 shares
0.03% of the 13F portfolio, value $283,420.
13F-HR 0001951757-26-001082 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,015 sharesChange vs previous 13F -1,670 shares
0.04% of the 13F portfolio, value $301,986.
13F-HR 0001951757-26-000657 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,685 sharesChange vs previous 13F +135 shares
0.05% of the 13F portfolio, value $379,747.
13F-HR 0001951757-26-000472 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,550 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $361,026.
13F-HR 0001951757-25-001396 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,550 sharesChange vs previous 13F -201 shares
0.05% of the 13F portfolio, value $309,386.
13F-HR 0001951757-25-001033 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 22,751 sharesChange vs previous 13F +832 shares
0.03% of the 13F portfolio, value $232,971.
13F-HR 0001951757-25-000537 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,919 sharesChange vs previous 13F -757 shares
0.03% of the 13F portfolio, value $227,081.
13F-HR 0001951757-25-000003 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 22,676 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $309,528.
13F-HR/A 0001951757-24-001183 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).