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Disclosery

Claro Advisors Inc.: XLG position timeline

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

Claro Advisors Inc. held 33,910 XLG 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 33,910 shares
    Change vs previous 13F +762 shares

    0.22% of the 13F portfolio, value $2,076,333.

    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 33,148 shares
    Change vs previous 13F +4,208 shares

    0.22% of the 13F portfolio, value $1,808,224.

    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 28,940 shares
    Change vs previous 13F +4,170 shares

    0.23% of the 13F portfolio, value $1,715,558.

    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 24,770 shares
    Change vs previous 13F -4,643 shares

    0.21% of the 13F portfolio, value $1,424,786.

    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 29,413 shares
    Change vs previous 13F +7,032 shares

    0.25% of the 13F portfolio, value $1,532,411.

    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 22,381 shares
    Change vs previous 13F +15,328 shares

    0.14% of the 13F portfolio, value $1,029,956.

    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 7,053 shares
    Change vs previous 13F -461 shares

    0.05% of the 13F portfolio, value $352,368.

    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 7,514 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $357,141.

    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).