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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

  1. period ended2026-06-30
    13F 25,579 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,088 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,838 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,825 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,686 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,973 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,704 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 20,507 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).