Skip to content
Disclosery

Claro Advisors Inc.: SGOV position timeline

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

Claro Advisors Inc. held 34,632 SGOV 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 34,632 shares
    Change vs previous 13F -1,859 shares

    0.37% of the 13F portfolio, value $3,486,413.

    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 36,491 shares
    Change vs previous 13F +7,226 shares

    0.44% of the 13F portfolio, value $3,673,207.

    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 29,265 shares
    Change vs previous 13F +164 shares

    0.4% of the 13F portfolio, value $2,937,617.

    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 29,101 shares
    Change vs previous 13F +8,385 shares

    0.43% of the 13F portfolio, value $2,930,454.

    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 20,716 shares
    Change vs previous 13F +1,827 shares

    0.34% of the 13F portfolio, value $2,085,923.

    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 18,889 shares
    Change vs previous 13F +16,714 shares

    0.25% of the 13F portfolio, value $1,901,602.

    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 2,175 shares
    Change vs previous 13F -224 shares

    0.03% of the 13F portfolio, value $218,147.

    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 2,399 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $241,670.

    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).