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Disclosery

Carson Advisory Inc.: PFF position timeline

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

Carson Advisory Inc. held 47,950 PFF 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 47,950 shares
    Change vs previous 13F -400 shares

    0.67% of the 13F portfolio, value $1,461,996.

    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 48,350 shares
    Change vs previous 13F -1,800 shares

    0.76% of the 13F portfolio, value $1,465,972.

    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 50,150 shares
    Change vs previous 13F -2,300 shares

    0.81% of the 13F portfolio, value $1,552,644.

    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 52,450 shares
    Change vs previous 13F +1,950 shares

    0.89% of the 13F portfolio, value $1,658,469.

    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 50,500 shares
    Change vs previous 13F +550 shares

    0.98% of the 13F portfolio, value $1,549,340.

    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 49,950 shares
    Change vs previous 13F +2,100 shares

    1.03% of the 13F portfolio, value $1,534,964.

    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 47,850 shares
    Change vs previous 13F +5,061 shares

    1.05% of the 13F portfolio, value $1,504,404.

    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 42,789 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,421,881.

    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).