Skip to content
Disclosery

Carson Advisory Inc.: BAM position timeline

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

Carson Advisory Inc. held 12,706 BAM 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 12,706 shares
    Change vs previous 13F +3,952 shares

    0.26% of the 13F portfolio, value $569,866.

    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 8,754 shares
    Change vs previous 13F +700 shares

    0.2% of the 13F portfolio, value $389,119.

    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 8,054 shares
    Change vs previous 13F +3 shares

    0.22% of the 13F portfolio, value $421,954.

    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 8,051 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $458,445.

    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 8,050 shares
    Change vs previous 13F +400 shares

    0.28% of the 13F portfolio, value $445,004.

    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 7,650 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $370,643.

    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).