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Carson Advisory Inc.: MMU position timeline

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

Carson Advisory Inc. held 39,604 MMU 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 39,604 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $412,674.

    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 39,604 shares
    Change vs previous 13F -4,000 shares

    0.21% of the 13F portfolio, value $407,129.

    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 43,604 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $455,226.

    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 43,604 shares
    Change vs previous 13F -2,500 shares

    0.24% of the 13F portfolio, value $450,865.

    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 46,104 shares
    Change vs previous 13F -3,000 shares

    0.29% of the 13F portfolio, value $456,430.

    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 49,104 shares
    Change vs previous 13F +5,335 shares

    0.34% of the 13F portfolio, value $505,280.

    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 43,769 shares
    Change vs previous 13F +3,465 shares

    0.31% of the 13F portfolio, value $446,444.

    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 40,304 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $436,895.

    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).