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Claro Advisors LLC

SEC CIK
0001764386
Latest filing
Jul 30, 2026

XYZ holding history

Block, 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.

XYZ overviewAll 13F holders of XYZFull Q2 2026 holdings

Shares (Q2 2026)
2,655
Value
$201.8K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2021
Holdings of XYZ by Claro Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,655$201.8K<0.1%+2,655NewHolders
Q1 20260$00.0%−3,332−100.0%Sold outHolders
Q4 20253,332$216.9K<0.1%+3,332NewHolders
Q1 20250$00.0%−2,593−100.0%Sold outHolders
Q4 20242,593$220.4K<0.1%+2,593NewHolders
Q2 20220$00.0%−2,392−100.0%Sold outHolders
Q1 20222,392$386.0K0.1%00.0%UnchangedHolders
Q4 20212,392$386.0K0.1%+714+42.6%AddedHolders
Q3 20211,678$402.0K0.2%+30+1.8%AddedHolders
Q2 20211,648$402.0K0.2%+31+1.9%AddedHolders
Q1 20211,617$367.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.