Claro Advisors Inc.: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Claro Advisors Inc. on VTI, newest first. How the timeline and the estimate are built.
Claro Advisors Inc. held 25,579 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 25,579 sharesChange vs previous 13F -509 shares
0.99% of the 13F portfolio, value $9,465,179.
13F-HR 0001951757-26-001082 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,088 sharesChange vs previous 13F +11,250 shares
1.01% of the 13F portfolio, value $8,369,158.
13F-HR 0001951757-26-000657 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,838 sharesChange vs previous 13F -987 shares
0.68% of the 13F portfolio, value $4,974,824.
13F-HR 0001951757-26-000472 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,825 sharesChange vs previous 13F +139 shares
0.76% of the 13F portfolio, value $5,193,237.
13F-HR 0001951757-25-001396 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,686 sharesChange vs previous 13F -1,287 shares
0.79% of the 13F portfolio, value $4,767,465.
13F-HR 0001951757-25-001033 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,973 sharesChange vs previous 13F +269 shares
0.62% of the 13F portfolio, value $4,664,919.
13F-HR 0001951757-25-000537 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,704 sharesChange vs previous 13F -3,803 shares
0.66% of the 13F portfolio, value $4,840,992.
13F-HR 0001951757-25-000003 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 20,507 sharesChange vs previous 13F not available
0.75% of the 13F portfolio, value $5,806,737.
13F-HR/A 0001951757-24-001183 filed by Claro Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).