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Carson Advisory Inc.: STAG position timeline

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

Carson Advisory Inc. held 5,899 STAG 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 5,899 shares
    Change vs previous 13F -100 shares

    0.1% of the 13F portfolio, value $224,516.

    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 5,999 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $216,324.

    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 5,999 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $220,523.

    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 5,999 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $211,705.

    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 5,999 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $217,644.

    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 5,999 shares
    Change vs previous 13F -800 shares

    0.15% of the 13F portfolio, value $216,684.

    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 6,799 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $229,942.

    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 6,799 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $265,773.

    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).