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Claro Advisors Inc.: QQQ position timeline

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

Claro Advisors Inc. held 25,691 QQQ 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 25,691 shares
    Change vs previous 13F -430 shares

    1.99% of the 13F portfolio, value $18,918,529.

    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 26,121 shares
    Change vs previous 13F +889 shares

    1.82% of the 13F portfolio, value $15,076,344.

    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 25,232 shares
    Change vs previous 13F +488 shares

    2.11% of the 13F portfolio, value $15,500,005.

    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 24,744 shares
    Change vs previous 13F +384 shares

    2.17% of the 13F portfolio, value $14,855,599.

    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 24,360 shares
    Change vs previous 13F -1,121 shares

    2.22% of the 13F portfolio, value $13,437,682.

    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 25,481 shares
    Change vs previous 13F +608 shares

    1.6% of the 13F portfolio, value $11,948,767.

    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 24,873 shares
    Change vs previous 13F +381 shares

    1.72% of the 13F portfolio, value $12,716,051.

    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 24,492 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $11,953,966.

    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).