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Disclosery

Claro Advisors Inc.: SCHA position timeline

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

Claro Advisors Inc. held 41,099 SCHA 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 41,099 shares
    Change vs previous 13F +409 shares

    0.16% of the 13F portfolio, value $1,484,907.

    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 40,690 shares
    Change vs previous 13F +2,870 shares

    0.14% of the 13F portfolio, value $1,183,279.

    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 37,820 shares
    Change vs previous 13F -4,560 shares

    0.15% of the 13F portfolio, value $1,077,124.

    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 42,380 shares
    Change vs previous 13F +261 shares

    0.17% of the 13F portfolio, value $1,182,400.

    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 42,119 shares
    Change vs previous 13F +245 shares

    0.18% of the 13F portfolio, value $1,065,600.

    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 41,874 shares
    Change vs previous 13F -155 shares

    0.13% of the 13F portfolio, value $981,108.

    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 42,029 shares
    Change vs previous 13F +21,245 shares

    0.15% of the 13F portfolio, value $1,086,881.

    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 20,784 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,070,381.

    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).