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Disclosery

Claro Advisors Inc.: TRV position timeline

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

Claro Advisors Inc. held 7,200 TRV 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 7,200 shares
    Change vs previous 13F +61 shares

    0.25% of the 13F portfolio, value $2,377,003.

    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 7,139 shares
    Change vs previous 13F +1,112 shares

    0.25% of the 13F portfolio, value $2,082,236.

    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 6,027 shares
    Change vs previous 13F +5 shares

    0.24% of the 13F portfolio, value $1,748,234.

    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 6,022 shares
    Change vs previous 13F -87 shares

    0.25% of the 13F portfolio, value $1,681,334.

    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 6,109 shares
    Change vs previous 13F -225 shares

    0.27% of the 13F portfolio, value $1,634,346.

    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 6,334 shares
    Change vs previous 13F +117 shares

    0.22% of the 13F portfolio, value $1,675,084.

    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 6,217 shares
    Change vs previous 13F -223 shares

    0.2% of the 13F portfolio, value $1,497,671.

    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 6,440 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,507,768.

    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).