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Disclosery

Carson Advisory Inc.: BX position timeline

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

Carson Advisory Inc. held 9,573 BX 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 9,573 shares
    Change vs previous 13F -146 shares

    0.52% of the 13F portfolio, value $1,126,411.

    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 9,719 shares
    Change vs previous 13F +92 shares

    0.58% of the 13F portfolio, value $1,117,542.

    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 9,627 shares
    Change vs previous 13F +1 shares

    0.77% of the 13F portfolio, value $1,483,963.

    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 9,626 shares
    Change vs previous 13F -160 shares

    0.89% of the 13F portfolio, value $1,644,672.

    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 9,786 shares
    Change vs previous 13F -114 shares

    0.93% of the 13F portfolio, value $1,463,755.

    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 9,900 shares
    Change vs previous 13F -440 shares

    0.93% of the 13F portfolio, value $1,383,828.

    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 10,340 shares
    Change vs previous 13F -600 shares

    1.24% of the 13F portfolio, value $1,782,830.

    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 10,940 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,675,249.

    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).