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Disclosery

CARLSON FINANCIAL, INC.: PPA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARLSON FINANCIAL, INC. on PPA, newest first. How the timeline and the estimate are built.

CARLSON FINANCIAL, INC. held 9,494 PPA shares at 2026-06-30 per its 13F-HR filed 2026-08-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,494 shares
    Change vs previous 13F -87 shares

    0.86% of the 13F portfolio, value $1,679,592.

    13F-HR 0002085853-26-001066 filed by CARLSON FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,581 shares
    Change vs previous 13F +16 shares

    0.94% of the 13F portfolio, value $1,587,586.

    13F-HR 0002085853-26-001065 filed by CARLSON FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,565 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,498,128.

    13F-HR 0002085853-26-001064 filed by CARLSON FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).