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Disclosery

Claro Advisors Inc.: SPY position timeline

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

Claro Advisors Inc. held 21,062 SPY 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 21,062 shares
    Change vs previous 13F -365 shares

    1.65% of the 13F portfolio, value $15,728,604.

    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 21,427 shares
    Change vs previous 13F -794 shares

    1.68% of the 13F portfolio, value $13,934,982.

    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 22,221 shares
    Change vs previous 13F -439 shares

    2.07% of the 13F portfolio, value $15,152,863.

    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 22,660 shares
    Change vs previous 13F -631 shares

    2.2% of the 13F portfolio, value $15,095,387.

    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 23,291 shares
    Change vs previous 13F -22,077 shares

    2.38% of the 13F portfolio, value $14,390,635.

    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 45,368 shares
    Change vs previous 13F +6,593 shares

    3.4% of the 13F portfolio, value $25,378,319.

    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 38,775 shares
    Change vs previous 13F -4,564 shares

    3.08% of the 13F portfolio, value $22,725,528.

    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 43,339 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $24,866,280.

    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).