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Carson Advisory Inc.: TCAL position timeline

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

Carson Advisory Inc. held 111,241 TCAL 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 111,241 shares
    Change vs previous 13F -17,359 shares

    1.13% of the 13F portfolio, value $2,469,561.

    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 128,600 shares
    Change vs previous 13F +49,670 shares

    1.49% of the 13F portfolio, value $2,874,204.

    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 78,930 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,860,380.

    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).