Carson Advisory Inc.: LW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carson Advisory Inc. on LW, newest first. How the timeline and the estimate are built.
Carson Advisory Inc. held 14,370 LW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 14,370 sharesChange vs previous 13F +552 shares
0.28% of the 13F portfolio, value $620,477.
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 13,818 sharesChange vs previous 13F +5,000 shares
0.3% of the 13F portfolio, value $583,969.
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 8,818 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $369,366.
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).