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Claro Advisors Inc.: ZONE position timeline

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

Claro Advisors Inc. held 131,875 ZONE 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 131,875 shares
    Change vs previous 13F +8,600 shares

    0.01% of the 13F portfolio, value $108,138.

    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 123,275 shares
    Change vs previous 13F +55,000 shares

    0.01% of the 13F portfolio, value $43,923.

    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 68,275 shares
    Change vs previous 13F +57,800 shares

    <0.01% of the 13F portfolio, value $17,752.

    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 10,475 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $21,160.

    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).