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Disclosery

Claro Advisors Inc.: VB position timeline

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

Claro Advisors Inc. held 18,383 VB 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 18,383 shares
    Change vs previous 13F -417 shares

    0.58% of the 13F portfolio, value $5,572,166.

    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 18,800 shares
    Change vs previous 13F +539 shares

    0.59% of the 13F portfolio, value $4,924,070.

    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 18,261 shares
    Change vs previous 13F +635 shares

    0.64% of the 13F portfolio, value $4,710,378.

    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 17,626 shares
    Change vs previous 13F -884 shares

    0.65% of the 13F portfolio, value $4,481,998.

    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 18,510 shares
    Change vs previous 13F -1,527 shares

    0.72% of the 13F portfolio, value $4,386,521.

    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 20,037 shares
    Change vs previous 13F +617 shares

    0.59% of the 13F portfolio, value $4,443,293.

    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 19,420 shares
    Change vs previous 13F +815 shares

    0.63% of the 13F portfolio, value $4,666,289.

    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 18,605 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,413,308.

    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).