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Disclosery

CARLSON FINANCIAL, INC.: SPY position timeline

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

CARLSON FINANCIAL, INC. held 484 SPY 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 484 shares
    Change vs previous 13F +10 shares

    0.18% of the 13F portfolio, value $362,061.

    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 474 shares
    Change vs previous 13F -13 shares

    0.18% of the 13F portfolio, value $308,038.

    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 487 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $332,327.

    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).