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Disclosery

Carson Advisory Inc.: EIX position timeline

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

Carson Advisory Inc. held 71,827 EIX 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 71,827 shares
    Change vs previous 13F -1,468 shares

    2.46% of the 13F portfolio, value $5,347,531.

    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 73,295 shares
    Change vs previous 13F -842 shares

    2.78% of the 13F portfolio, value $5,363,712.

    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 74,137 shares
    Change vs previous 13F -1,542 shares

    2.31% of the 13F portfolio, value $4,449,688.

    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 75,679 shares
    Change vs previous 13F +9,759 shares

    2.26% of the 13F portfolio, value $4,183,508.

    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 65,920 shares
    Change vs previous 13F +3,540 shares

    2.16% of the 13F portfolio, value $3,401,467.

    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 62,380 shares
    Change vs previous 13F +10,152 shares

    2.48% of the 13F portfolio, value $3,675,448.

    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 52,228 shares
    Change vs previous 13F -1,124 shares

    2.9% of the 13F portfolio, value $4,169,904.

    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 53,352 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $4,646,426.

    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).