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Claro Advisors Inc.: VMBS position timeline

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

Claro Advisors Inc. held 71,102 VMBS 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 71,102 shares
    Change vs previous 13F +4,688 shares

    0.35% of the 13F portfolio, value $3,328,275.

    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 66,414 shares
    Change vs previous 13F +6,563 shares

    0.38% of the 13F portfolio, value $3,118,154.

    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 59,851 shares
    Change vs previous 13F +13,267 shares

    0.38% of the 13F portfolio, value $2,817,781.

    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 46,584 shares
    Change vs previous 13F +7,079 shares

    0.32% of the 13F portfolio, value $2,187,607.

    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 39,505 shares
    Change vs previous 13F -19,029 shares

    0.3% of the 13F portfolio, value $1,830,662.

    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 58,534 shares
    Change vs previous 13F -6,857 shares

    0.36% of the 13F portfolio, value $2,710,705.

    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 65,391 shares
    Change vs previous 13F -1,343 shares

    0.4% of the 13F portfolio, value $2,964,819.

    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 66,734 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,150,528.

    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).