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Claro Advisors Inc.: RDVY position timeline

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

Claro Advisors Inc. held 84,343 RDVY 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 84,343 shares
    Change vs previous 13F +4,725 shares

    0.72% of the 13F portfolio, value $6,836,815.

    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 79,618 shares
    Change vs previous 13F +437 shares

    0.65% of the 13F portfolio, value $5,436,338.

    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 79,181 shares
    Change vs previous 13F +4,040 shares

    0.75% of the 13F portfolio, value $5,500,692.

    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 75,141 shares
    Change vs previous 13F -236 shares

    0.74% of the 13F portfolio, value $5,053,980.

    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 75,377 shares
    Change vs previous 13F +1,414 shares

    0.78% of the 13F portfolio, value $4,729,159.

    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 73,963 shares
    Change vs previous 13F +5,773 shares

    0.58% of the 13F portfolio, value $4,329,778.

    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 68,190 shares
    Change vs previous 13F +5,419 shares

    0.55% of the 13F portfolio, value $4,032,758.

    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 62,771 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,716,643.

    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).