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
- period ended2026-06-3013F 27,821 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,930 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,981 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,130 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,376 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,734 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,385 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,094 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).