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Disclosery

Claro Advisors Inc.: WMT position timeline

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

Claro Advisors Inc. held 42,134 WMT 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 42,134 shares
    Change vs previous 13F -463 shares

    0.5% of the 13F portfolio, value $4,772,110.

    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 42,597 shares
    Change vs previous 13F +5,709 shares

    0.64% of the 13F portfolio, value $5,293,958.

    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 36,888 shares
    Change vs previous 13F +1,591 shares

    0.56% of the 13F portfolio, value $4,109,719.

    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 35,297 shares
    Change vs previous 13F +1,237 shares

    0.53% of the 13F portfolio, value $3,637,671.

    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 34,060 shares
    Change vs previous 13F -8,220 shares

    0.55% of the 13F portfolio, value $3,330,436.

    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 42,280 shares
    Change vs previous 13F +27 shares

    0.5% of the 13F portfolio, value $3,711,778.

    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 42,253 shares
    Change vs previous 13F -497 shares

    0.52% of the 13F portfolio, value $3,817,597.

    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 42,750 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,452,097.

    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).