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Disclosery

Claro Advisors Inc.: USMV position timeline

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

Claro Advisors Inc. held 16,120 USMV 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 16,120 shares
    Change vs previous 13F +619 shares

    0.16% of the 13F portfolio, value $1,554,957.

    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 15,501 shares
    Change vs previous 13F +4 shares

    0.17% of the 13F portfolio, value $1,437,563.

    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 15,497 shares
    Change vs previous 13F +1,172 shares

    0.2% of the 13F portfolio, value $1,459,185.

    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 14,325 shares
    Change vs previous 13F -653 shares

    0.2% of the 13F portfolio, value $1,362,866.

    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 14,978 shares
    Change vs previous 13F +450 shares

    0.23% of the 13F portfolio, value $1,405,947.

    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 14,528 shares
    Change vs previous 13F +1,649 shares

    0.18% of the 13F portfolio, value $1,360,709.

    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 12,879 shares
    Change vs previous 13F +302 shares

    0.15% of the 13F portfolio, value $1,143,568.

    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 12,577 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,148,418.

    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).