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Disclosery

Carson Advisory Inc.: ICE position timeline

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

Carson Advisory Inc. held 2,510 ICE 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 2,510 shares
    Change vs previous 13F +16 shares

    0.14% of the 13F portfolio, value $309,006.

    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 2,494 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $392,256.

    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 2,494 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $403,928.

    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 2,494 shares
    Change vs previous 13F -109 shares

    0.23% of the 13F portfolio, value $420,189.

    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 2,603 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $477,572.

    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 2,603 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $449,018.

    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 2,603 shares
    Change vs previous 13F -235 shares

    0.27% of the 13F portfolio, value $387,873.

    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 2,838 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $455,903.

    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).