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Claro Advisors Inc.: SHLD position timeline

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

Claro Advisors Inc. held 84,077 SHLD 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 84,077 shares
    Change vs previous 13F +17,294 shares

    0.53% of the 13F portfolio, value $5,020,239.

    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 66,783 shares
    Change vs previous 13F +19,493 shares

    0.57% of the 13F portfolio, value $4,730,885.

    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 47,290 shares
    Change vs previous 13F +5,387 shares

    0.42% of the 13F portfolio, value $3,063,940.

    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 41,903 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,943,267.

    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).