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Disclosery

Claro Advisors Inc.: VGM position timeline

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

Claro Advisors Inc. held 99,973 VGM 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 99,973 shares
    Change vs previous 13F -12,557 shares

    0.11% of the 13F portfolio, value $1,059,709.

    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 112,530 shares
    Change vs previous 13F -897 shares

    0.13% of the 13F portfolio, value $1,110,667.

    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 113,427 shares
    Change vs previous 13F +27,590 shares

    0.16% of the 13F portfolio, value $1,176,242.

    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 85,837 shares
    Change vs previous 13F -17,561 shares

    0.13% of the 13F portfolio, value $868,667.

    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 103,398 shares
    Change vs previous 13F -120 shares

    0.16% of the 13F portfolio, value $981,248.

    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 103,518 shares
    Change vs previous 13F -1,023 shares

    0.14% of the 13F portfolio, value $1,031,041.

    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 104,541 shares
    Change vs previous 13F -2,624 shares

    0.14% of the 13F portfolio, value $1,055,860.

    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 107,165 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,131,663.

    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).