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Claro Advisors Inc.: VTEB position timeline

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

Claro Advisors Inc. held 54,625 VTEB 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 54,625 shares
    Change vs previous 13F +1,526 shares

    0.29% of the 13F portfolio, value $2,762,958.

    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 53,099 shares
    Change vs previous 13F +1,024 shares

    0.32% of the 13F portfolio, value $2,649,103.

    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 52,075 shares
    Change vs previous 13F +8,470 shares

    0.36% of the 13F portfolio, value $2,618,854.

    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 43,605 shares
    Change vs previous 13F -34 shares

    0.32% of the 13F portfolio, value $2,183,316.

    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 43,639 shares
    Change vs previous 13F +25,452 shares

    0.35% of the 13F portfolio, value $2,139,630.

    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 18,187 shares
    Change vs previous 13F -5,860 shares

    0.12% of the 13F portfolio, value $902,461.

    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 24,047 shares
    Change vs previous 13F +2,365 shares

    0.16% of the 13F portfolio, value $1,205,487.

    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 21,682 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,108,400.

    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).