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Disclosery

Claro Advisors Inc.: SRE position timeline

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

Claro Advisors Inc. held 8,661 SRE 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 8,661 shares
    Change vs previous 13F +84 shares

    0.08% of the 13F portfolio, value $802,960.

    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 8,577 shares
    Change vs previous 13F +45 shares

    0.1% of the 13F portfolio, value $833,409.

    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 8,532 shares
    Change vs previous 13F +8 shares

    0.1% of the 13F portfolio, value $753,259.

    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 8,524 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $767,032.

    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 8,522 shares
    Change vs previous 13F -381 shares

    0.11% of the 13F portfolio, value $645,732.

    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 8,903 shares
    Change vs previous 13F -463 shares

    0.09% of the 13F portfolio, value $635,287.

    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 9,366 shares
    Change vs previous 13F -76 shares

    0.11% of the 13F portfolio, value $821,547.

    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 9,442 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $789,633.

    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).