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Disclosery

Carson Advisory Inc.: SBI position timeline

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

Carson Advisory Inc. held 165,297 SBI 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 165,297 shares
    Change vs previous 13F -3,300 shares

    0.6% of the 13F portfolio, value $1,300,889.

    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 168,597 shares
    Change vs previous 13F -2,000 shares

    0.67% of the 13F portfolio, value $1,294,827.

    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 170,597 shares
    Change vs previous 13F -13,600 shares

    0.68% of the 13F portfolio, value $1,310,187.

    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 184,197 shares
    Change vs previous 13F -10,700 shares

    0.79% of the 13F portfolio, value $1,457,000.

    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 194,897 shares
    Change vs previous 13F -2,900 shares

    0.93% of the 13F portfolio, value $1,465,627.

    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 197,797 shares
    Change vs previous 13F +23,044 shares

    1.04% of the 13F portfolio, value $1,542,818.

    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 174,753 shares
    Change vs previous 13F +85,372 shares

    0.94% of the 13F portfolio, value $1,352,590.

    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 89,381 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $732,924.

    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).