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
- period ended2026-06-3013F 5,055 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,033 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,008 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,983 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,983 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,933 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,858 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,718 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).