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Claro Advisors Inc.: USTB position timeline

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

Claro Advisors Inc. held 15,525 USTB 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 15,525 shares
    Change vs previous 13F -848 shares

    0.08% of the 13F portfolio, value $785,870.

    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 16,373 shares
    Change vs previous 13F -3,191 shares

    0.1% of the 13F portfolio, value $828,137.

    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 19,564 shares
    Change vs previous 13F +1,510 shares

    0.14% of the 13F portfolio, value $994,625.

    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 18,054 shares
    Change vs previous 13F +800 shares

    0.13% of the 13F portfolio, value $920,570.

    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 17,254 shares
    Change vs previous 13F +3,446 shares

    0.14% of the 13F portfolio, value $876,869.

    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 13,808 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $699,398.

    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).