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Disclosery

Claro Advisors Inc.: SMH position timeline

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

Claro Advisors Inc. held 11,376 SMH 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 11,376 shares
    Change vs previous 13F +2,237 shares

    0.78% of the 13F portfolio, value $7,461,226.

    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 9,139 shares
    Change vs previous 13F +194 shares

    0.42% of the 13F portfolio, value $3,503,788.

    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 8,945 shares
    Change vs previous 13F +664 shares

    0.44% of the 13F portfolio, value $3,221,344.

    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 8,281 shares
    Change vs previous 13F +405 shares

    0.39% of the 13F portfolio, value $2,702,469.

    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 7,876 shares
    Change vs previous 13F -98 shares

    0.36% of the 13F portfolio, value $2,196,358.

    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 7,974 shares
    Change vs previous 13F +308 shares

    0.23% of the 13F portfolio, value $1,686,176.

    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 7,666 shares
    Change vs previous 13F +799 shares

    0.25% of the 13F portfolio, value $1,856,377.

    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 6,867 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,685,617.

    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).