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Disclosery

Claro Advisors Inc.: SHYG position timeline

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

Claro Advisors Inc. held 29,822 SHYG 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 29,822 shares
    Change vs previous 13F +5,997 shares

    0.13% of the 13F portfolio, value $1,264,746.

    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 23,825 shares
    Change vs previous 13F +1,390 shares

    0.12% of the 13F portfolio, value $1,008,018.

    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 22,435 shares
    Change vs previous 13F +1,959 shares

    0.13% of the 13F portfolio, value $961,782.

    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 20,476 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $886,632.

    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).