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Disclosery

Carson Advisory Inc.: SEPI position timeline

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

Carson Advisory Inc. held 57,836 SEPI 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 57,836 shares
    Change vs previous 13F +25,336 shares

    0.74% of the 13F portfolio, value $1,610,735.

    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 32,500 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $814,288.

    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).