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Disclosery

Carson Advisory Inc.: D position timeline

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

Carson Advisory Inc. held 74,040 D 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 74,040 shares
    Change vs previous 13F -1,136 shares

    2.32% of the 13F portfolio, value $5,056,194.

    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 75,176 shares
    Change vs previous 13F +258 shares

    2.41% of the 13F portfolio, value $4,647,376.

    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 74,918 shares
    Change vs previous 13F -498 shares

    2.28% of the 13F portfolio, value $4,389,461.

    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 75,416 shares
    Change vs previous 13F -815 shares

    2.49% of the 13F portfolio, value $4,613,179.

    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 76,231 shares
    Change vs previous 13F +215 shares

    2.74% of the 13F portfolio, value $4,308,583.

    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 76,016 shares
    Change vs previous 13F +3,821 shares

    2.87% of the 13F portfolio, value $4,262,235.

    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 72,195 shares
    Change vs previous 13F +3,458 shares

    2.7% of the 13F portfolio, value $3,888,417.

    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 68,737 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $3,972,319.

    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).