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Carson Advisory Inc.: BA position timeline

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

Carson Advisory Inc. held 5,055 BA 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 5,055 shares
    Change vs previous 13F +22 shares

    0.5% of the 13F portfolio, value $1,094,257.

    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 5,033 shares
    Change vs previous 13F +25 shares

    0.52% of the 13F portfolio, value $1,001,719.

    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 5,008 shares
    Change vs previous 13F +25 shares

    0.57% of the 13F portfolio, value $1,087,338.

    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 4,983 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,075,482.

    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 4,983 shares
    Change vs previous 13F +50 shares

    0.66% of the 13F portfolio, value $1,044,089.

    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 4,933 shares
    Change vs previous 13F +75 shares

    0.57% of the 13F portfolio, value $841,324.

    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 4,858 shares
    Change vs previous 13F +140 shares

    0.6% of the 13F portfolio, value $859,867.

    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 4,718 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $717,326.

    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).