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Disclosery

Claro Advisors Inc.: WFC position timeline

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

Claro Advisors Inc. held 9,544 WFC 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 9,544 shares
    Change vs previous 13F +1,647 shares

    0.08% of the 13F portfolio, value $788,703.

    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 7,897 shares
    Change vs previous 13F +87 shares

    0.08% of the 13F portfolio, value $628,708.

    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 7,810 shares
    Change vs previous 13F +183 shares

    0.1% of the 13F portfolio, value $727,876.

    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 7,627 shares
    Change vs previous 13F -754 shares

    0.09% of the 13F portfolio, value $639,297.

    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 8,381 shares
    Change vs previous 13F -8,298 shares

    0.11% of the 13F portfolio, value $671,449.

    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 16,679 shares
    Change vs previous 13F +2,408 shares

    0.16% of the 13F portfolio, value $1,197,372.

    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 14,271 shares
    Change vs previous 13F -1,838 shares

    0.14% of the 13F portfolio, value $1,002,415.

    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 16,109 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $909,993.

    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).