Claro Advisors LLC

SEC CIK: 0001764386
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

SEIC holding history

SEI Investments Co 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.

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

Shares (Q2 2026): 2,839
Value: $249.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of SEIC by Claro Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,839	$249.0K	<0.1%	−186−6.1%	Reduced	Holders
Q1 2026	3,025	$237.4K	<0.1%	+3,025	New	Holders
Q3 2025	0	$0	0.0%	−2,241−100.0%	Sold out	Holders
Q2 2025	2,241	$201.4K	<0.1%	+2,241	New	Holders