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Disclosery

Carson Advisory Inc.: NZF position timeline

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

Carson Advisory Inc. held 131,159 NZF 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 131,159 shares
    Change vs previous 13F -3,071 shares

    0.76% of the 13F portfolio, value $1,663,097.

    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 134,230 shares
    Change vs previous 13F +170 shares

    0.85% of the 13F portfolio, value $1,634,927.

    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 134,060 shares
    Change vs previous 13F -457 shares

    0.88% of the 13F portfolio, value $1,686,476.

    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 134,517 shares
    Change vs previous 13F -2,521 shares

    0.91% of the 13F portfolio, value $1,689,536.

    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 137,038 shares
    Change vs previous 13F -5,693 shares

    1.04% of the 13F portfolio, value $1,633,491.

    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 142,731 shares
    Change vs previous 13F -262 shares

    1.18% of the 13F portfolio, value $1,745,596.

    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 142,993 shares
    Change vs previous 13F -8,300 shares

    1.21% of the 13F portfolio, value $1,740,228.

    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 151,293 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,981,942.

    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).