Skip to content
Disclosery

Claro Advisors Inc.: XLF position timeline

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

Claro Advisors Inc. held 20,987 XLF 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 20,987 shares
    Change vs previous 13F +14 shares

    0.12% of the 13F portfolio, value $1,125,088.

    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 20,973 shares
    Change vs previous 13F +1,976 shares

    0.12% of the 13F portfolio, value $1,035,451.

    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 18,997 shares
    Change vs previous 13F -623 shares

    0.14% of the 13F portfolio, value $1,040,450.

    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 19,620 shares
    Change vs previous 13F +2,062 shares

    0.15% of the 13F portfolio, value $1,056,927.

    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 17,558 shares
    Change vs previous 13F -41,313 shares

    0.15% of the 13F portfolio, value $919,529.

    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 58,871 shares
    Change vs previous 13F +2,407 shares

    0.39% of the 13F portfolio, value $2,932,372.

    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 56,464 shares
    Change vs previous 13F -11,894 shares

    0.37% of the 13F portfolio, value $2,728,924.

    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 68,358 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,097,971.

    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).