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Disclosery

Carson Advisory Inc.: NUMV position timeline

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

Carson Advisory Inc. held 18,070 NUMV 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 18,070 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $785,864.

    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 18,070 shares
    Change vs previous 13F -900 shares

    0.36% of the 13F portfolio, value $700,574.

    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 18,970 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $741,727.

    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 18,970 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $733,942.

    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 18,970 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $683,869.

    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 18,970 shares
    Change vs previous 13F -500 shares

    0.44% of the 13F portfolio, value $648,964.

    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 19,470 shares
    Change vs previous 13F -100 shares

    0.47% of the 13F portfolio, value $677,751.

    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 19,570 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $720,959.

    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).