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Disclosery

Carson Advisory Inc.: WD position timeline

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

Carson Advisory Inc. held 13,500 WD 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 13,500 shares
    Change vs previous 13F +375 shares

    0.34% of the 13F portfolio, value $738,450.

    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 13,125 shares
    Change vs previous 13F +1,000 shares

    0.3% of the 13F portfolio, value $582,488.

    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 12,125 shares
    Change vs previous 13F -600 shares

    0.38% of the 13F portfolio, value $729,319.

    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 12,725 shares
    Change vs previous 13F +225 shares

    0.57% of the 13F portfolio, value $1,064,065.

    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 12,500 shares
    Change vs previous 13F -100 shares

    0.56% of the 13F portfolio, value $881,000.

    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 12,600 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,075,536.

    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 12,600 shares
    Change vs previous 13F -150 shares

    0.85% of the 13F portfolio, value $1,224,846.

    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 12,750 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,448,273.

    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).