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Carson Advisory Inc.: AFL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carson Advisory Inc. on AFL, newest first. How the timeline and the estimate are built.

Carson Advisory Inc. held 9,272 AFL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,272 shares
    Change vs previous 13F -635 shares

    0.5% of the 13F portfolio, value $1,087,193.

    13F-HR 0001909304-26-000005 filed by Carson Advisory 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 9,907 shares
    Change vs previous 13F -352 shares

    0.56% of the 13F portfolio, value $1,086,881.

    13F-HR 0001909304-26-000003 filed by Carson Advisory 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 10,259 shares
    Change vs previous 13F -494 shares

    0.59% of the 13F portfolio, value $1,131,295.

    13F-HR 0001909304-26-000001 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,753 shares
    Change vs previous 13F -794 shares

    0.65% of the 13F portfolio, value $1,201,113.

    13F-HR 0001909304-25-000006 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,547 shares
    Change vs previous 13F -93 shares

    0.77% of the 13F portfolio, value $1,217,694.

    13F-HR 0001909304-25-000004 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,640 shares
    Change vs previous 13F -193 shares

    0.87% of the 13F portfolio, value $1,294,229.

    13F-HR 0001909304-25-000002 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 11,833 shares
    Change vs previous 13F -203 shares

    0.85% of the 13F portfolio, value $1,224,050.

    13F-HR 0001909304-25-000001 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,036 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,345,654.

    13F-HR 0001909304-24-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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