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Disclosery

Claro Advisors Inc.: QQQI position timeline

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

Claro Advisors Inc. held 5,509 QQQI 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 5,509 shares
    Change vs previous 13F +32 shares

    0.03% of the 13F portfolio, value $312,843.

    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 5,477 shares
    Change vs previous 13F +142 shares

    0.03% of the 13F portfolio, value $272,141.

    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 5,335 shares
    Change vs previous 13F -30 shares

    0.04% of the 13F portfolio, value $287,331.

    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 5,365 shares
    Change vs previous 13F +100 shares

    0.04% of the 13F portfolio, value $290,771.

    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 5,265 shares
    Change vs previous 13F -890 shares

    0.05% of the 13F portfolio, value $273,821.

    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 6,155 shares
    Change vs previous 13F +190 shares

    0.04% of the 13F portfolio, value $291,921.

    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 5,965 shares
    Change vs previous 13F +530 shares

    0.04% of the 13F portfolio, value $312,375.

    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 5,435 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $278,967.

    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).