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Carson Advisory Inc.: QS position timeline

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

Carson Advisory Inc. held 55,300 QS 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 55,300 shares
    Change vs previous 13F +21,000 shares

    0.19% of the 13F portfolio, value $418,068.

    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 34,300 shares
    Change vs previous 13F +1,000 shares

    0.11% of the 13F portfolio, value $218,834.

    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 33,300 shares
    Change vs previous 13F +3,200 shares

    0.18% of the 13F portfolio, value $346,986.

    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 30,100 shares
    Change vs previous 13F +8,050 shares

    0.2% of the 13F portfolio, value $370,832.

    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 22,050 shares
    Change vs previous 13F -100 shares

    0.09% of the 13F portfolio, value $148,176.

    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 22,150 shares
    Change vs previous 13F +1,400 shares

    0.06% of the 13F portfolio, value $92,144.

    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 20,750 shares
    Change vs previous 13F -1,500 shares

    0.07% of the 13F portfolio, value $107,693.

    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 22,250 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $127,938.

    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).