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Carson Advisory Inc.: DAL position timeline

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

Carson Advisory Inc. held 27,821 DAL 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 27,821 shares
    Change vs previous 13F -1,109 shares

    1.2% of the 13F portfolio, value $2,605,690.

    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 28,930 shares
    Change vs previous 13F -51 shares

    1% of the 13F portfolio, value $1,923,251.

    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 28,981 shares
    Change vs previous 13F -149 shares

    1.05% of the 13F portfolio, value $2,011,300.

    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 29,130 shares
    Change vs previous 13F -246 shares

    0.89% of the 13F portfolio, value $1,653,106.

    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 29,376 shares
    Change vs previous 13F +1,642 shares

    0.92% of the 13F portfolio, value $1,444,712.

    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 27,734 shares
    Change vs previous 13F +1,349 shares

    0.81% of the 13F portfolio, value $1,209,222.

    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 26,385 shares
    Change vs previous 13F -1,709 shares

    1.11% of the 13F portfolio, value $1,596,282.

    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 28,094 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,426,897.

    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).