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Disclosery

Claro Advisors Inc.: SPTM position timeline

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

Claro Advisors Inc. held 37,673 SPTM 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 37,673 shares
    Change vs previous 13F +208 shares

    0.36% of the 13F portfolio, value $3,420,298.

    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 37,465 shares
    Change vs previous 13F +2,338 shares

    0.36% of the 13F portfolio, value $2,962,020.

    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 35,127 shares
    Change vs previous 13F +2,940 shares

    0.39% of the 13F portfolio, value $2,898,004.

    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 32,187 shares
    Change vs previous 13F -283 shares

    0.38% of the 13F portfolio, value $2,595,892.

    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 32,470 shares
    Change vs previous 13F -552 shares

    0.4% of the 13F portfolio, value $2,431,697.

    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 33,022 shares
    Change vs previous 13F +5,533 shares

    0.3% of the 13F portfolio, value $2,245,793.

    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 27,489 shares
    Change vs previous 13F +70 shares

    0.27% of the 13F portfolio, value $1,963,555.

    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 27,419 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,920,959.

    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).