Claro Advisors LLC

SEC CIK: 0001764386
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

PFG holding history

Principal Financial Group Inc in every 13F filed by Claro Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFG overview All 13F holders of PFG Full Q2 2026 holdings

Shares (Q2 2026): 29,358
Value: $3.16M
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2025

Holdings of PFG by Claro Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	29,358	$3.16M	0.3%	+223+0.8%	Added	Holders
Q1 2026	29,135	$2.63M	0.3%	+2,157+8.0%	Added	Holders
Q4 2025	26,978	$2.38M	0.3%	+26,978	New	Holders