Number of Shares
41,749
Previous 59,152 29.42%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 26, 2025

SELL
N/A
-17,403 Reduced 29.42%
41,749 $0
Q4 2024

Jun 16, 2025

BUY
N/A
59,152 New
59,152 $1.14 Billion
Track This Portfolio

Track Claris Financial LLC Portfolio

Follow Claris Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Claris Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Claris Financial LLC with notifications on news.