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Carson Advisory Inc.: DBEF position timeline

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

Carson Advisory Inc. held 7,667 DBEF 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 7,667 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $418,848.

    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 7,667 shares
    Change vs previous 13F -985 shares

    0.2% of the 13F portfolio, value $378,750.

    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 8,652 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $416,248.

    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 8,652 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $401,626.

    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 8,652 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $378,525.

    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 8,652 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $374,632.

    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 8,652 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $358,193.

    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).