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Disclosery

Claro Advisors Inc.: XLE position timeline

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

Claro Advisors Inc. held 21,688 XLE 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 21,688 shares
    Change vs previous 13F +677 shares

    0.12% of the 13F portfolio, value $1,151,840.

    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 21,011 shares
    Change vs previous 13F -1,574 shares

    0.16% of the 13F portfolio, value $1,287,159.

    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 22,585 shares
    Change vs previous 13F +11,393 shares

    0.14% of the 13F portfolio, value $1,009,782.

    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 11,192 shares
    Change vs previous 13F +477 shares

    0.15% of the 13F portfolio, value $999,849.

    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 10,715 shares
    Change vs previous 13F -536 shares

    0.15% of the 13F portfolio, value $908,746.

    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 11,251 shares
    Change vs previous 13F -7,262 shares

    0.14% of the 13F portfolio, value $1,051,369.

    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 18,513 shares
    Change vs previous 13F -5,519 shares

    0.21% of the 13F portfolio, value $1,585,796.

    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 24,032 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,109,990.

    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).