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Disclosery

Claro Advisors Inc.: SPYI position timeline

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

Claro Advisors Inc. held 17,372 SPYI 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 17,372 shares
    Change vs previous 13F -31 shares

    0.1% of the 13F portfolio, value $922,256.

    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 17,403 shares
    Change vs previous 13F +203 shares

    0.1% of the 13F portfolio, value $859,204.

    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 17,200 shares
    Change vs previous 13F +82 shares

    0.12% of the 13F portfolio, value $903,528.

    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 17,118 shares
    Change vs previous 13F +200 shares

    0.13% of the 13F portfolio, value $895,283.

    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 16,918 shares
    Change vs previous 13F -11,009 shares

    0.14% of the 13F portfolio, value $851,325.

    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 27,927 shares
    Change vs previous 13F +8,990 shares

    0.18% of the 13F portfolio, value $1,337,425.

    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 18,937 shares
    Change vs previous 13F +2,994 shares

    0.13% of the 13F portfolio, value $962,384.

    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 15,943 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $816,771.

    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).