Skip to content
Disclosery

Carson Advisory Inc.: TCAF position timeline

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

Carson Advisory Inc. held 227,419 TCAF 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 227,419 shares
    Change vs previous 13F +8,048 shares

    4.29% of the 13F portfolio, value $9,346,902.

    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 219,371 shares
    Change vs previous 13F +8,998 shares

    4.05% of the 13F portfolio, value $7,807,398.

    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 210,373 shares
    Change vs previous 13F +24,393 shares

    4.18% of the 13F portfolio, value $8,040,439.

    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 185,980 shares
    Change vs previous 13F +20,836 shares

    3.78% of the 13F portfolio, value $7,011,465.

    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 165,144 shares
    Change vs previous 13F +5,021 shares

    3.7% of the 13F portfolio, value $5,826,298.

    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 160,123 shares
    Change vs previous 13F +11,116 shares

    3.48% of the 13F portfolio, value $5,168,786.

    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 149,007 shares
    Change vs previous 13F +2,629 shares

    3.45% of the 13F portfolio, value $4,957,479.

    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 146,378 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $4,867,070.

    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).