Skip to content
Disclosery

Carson Advisory Inc.: T position timeline

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

Carson Advisory Inc. held 52,438 T 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 52,438 shares
    Change vs previous 13F -3,825 shares

    0.5% of the 13F portfolio, value $1,085,459.

    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 56,263 shares
    Change vs previous 13F -6,010 shares

    0.85% of the 13F portfolio, value $1,631,078.

    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 62,273 shares
    Change vs previous 13F -200 shares

    0.8% of the 13F portfolio, value $1,546,867.

    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 62,473 shares
    Change vs previous 13F -19,030 shares

    0.95% of the 13F portfolio, value $1,764,226.

    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 81,503 shares
    Change vs previous 13F -3,391 shares

    1.5% of the 13F portfolio, value $2,358,691.

    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 84,894 shares
    Change vs previous 13F -25,362 shares

    1.62% of the 13F portfolio, value $2,400,806.

    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 110,256 shares
    Change vs previous 13F -2,641 shares

    1.75% of the 13F portfolio, value $2,510,533.

    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 112,897 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,483,744.

    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).