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Claro Advisors Inc.: OEF position timeline

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

Claro Advisors Inc. held 13,217 OEF 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 13,217 shares
    Change vs previous 13F -174 shares

    0.51% of the 13F portfolio, value $4,835,582.

    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 13,391 shares
    Change vs previous 13F +3,259 shares

    0.51% of the 13F portfolio, value $4,259,276.

    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 10,132 shares
    Change vs previous 13F +1,008 shares

    0.47% of the 13F portfolio, value $3,474,995.

    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 9,124 shares
    Change vs previous 13F -70 shares

    0.44% of the 13F portfolio, value $3,036,855.

    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 9,194 shares
    Change vs previous 13F +4,537 shares

    0.46% of the 13F portfolio, value $2,798,214.

    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 4,657 shares
    Change vs previous 13F +1,808 shares

    0.17% of the 13F portfolio, value $1,261,274.

    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 2,849 shares
    Change vs previous 13F -46 shares

    0.11% of the 13F portfolio, value $822,953.

    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 2,895 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $801,239.

    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).