Claro Advisors LLC
- SEC CIK
- 0001764386
- Latest filing
- Jul 30, 2026
UBS holding history
UBS Group AG 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.
UBS overviewAll 13F holders of UBSFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −10,733−100.0% | Sold out | Holders |
| Q1 2025 | 10,733 | $328.7K | <0.1% | +559+5.5% | Added | Holders |
| Q4 2024 | 10,174 | $308.5K | <0.1% | −540−5.0% | Reduced | Holders |
| Q3 2024 | 10,714 | $331.2K | <0.1% | −45−0.4% | Reduced | Holders |
| Q2 2024 | 10,759 | $317.8K | <0.1% | −923−7.9% | Reduced | Holders |
| Q1 2024 | 11,682 | $358.9K | 0.1% | +1,823+18.5% | Added | Holders |
| Q4 2023 | 9,859 | $304.6K | 0.1% | +91+0.9% | Added | Holders |
| Q3 2023 | 9,768 | $240.8K | 0.1% | +9,768 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −9,921−100.0% | Sold out | Holders |
| Q1 2023 | 9,921 | $211.7K | 0.1% | −275−2.7% | Reduced | Holders |
| Q4 2022 | 10,196 | $190.4K | 0.1% | +10,196 | New | Holders |