Skip to content
Disclosery

Claro Advisors Inc.: PEP position timeline

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

Claro Advisors Inc. held 13,054 PEP 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 13,054 shares
    Change vs previous 13F -107 shares

    0.19% of the 13F portfolio, value $1,767,472.

    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 13,161 shares
    Change vs previous 13F -2,595 shares

    0.25% of the 13F portfolio, value $2,043,819.

    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 15,756 shares
    Change vs previous 13F +308 shares

    0.31% of the 13F portfolio, value $2,261,298.

    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 15,448 shares
    Change vs previous 13F +91 shares

    0.32% of the 13F portfolio, value $2,169,448.

    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 15,357 shares
    Change vs previous 13F -5,131 shares

    0.33% of the 13F portfolio, value $2,027,695.

    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 20,488 shares
    Change vs previous 13F +431 shares

    0.41% of the 13F portfolio, value $3,071,935.

    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 20,057 shares
    Change vs previous 13F -3,479 shares

    0.41% of the 13F portfolio, value $3,049,813.

    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 23,536 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,002,369.

    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).