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Disclosery

Claro Advisors Inc.: XLI position timeline

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

Claro Advisors Inc. held 11,349 XLI 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 11,349 shares
    Change vs previous 13F +208 shares

    0.22% of the 13F portfolio, value $2,102,097.

    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 11,141 shares
    Change vs previous 13F +6,893 shares

    0.22% of the 13F portfolio, value $1,801,776.

    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 4,248 shares
    Change vs previous 13F -443 shares

    0.09% of the 13F portfolio, value $659,012.

    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 4,691 shares
    Change vs previous 13F +655 shares

    0.11% of the 13F portfolio, value $723,501.

    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 4,036 shares
    Change vs previous 13F -2,275 shares

    0.1% of the 13F portfolio, value $595,422.

    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 6,311 shares
    Change vs previous 13F +3,417 shares

    0.11% of the 13F portfolio, value $827,155.

    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 2,894 shares
    Change vs previous 13F -7,743 shares

    0.05% of the 13F portfolio, value $381,267.

    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 10,637 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,440,681.

    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).