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Disclosery

Carson Advisory Inc.: WHR position timeline

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

Carson Advisory Inc. held 8,750 WHR 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 8,750 shares
    Change vs previous 13F -300 shares

    0.16% of the 13F portfolio, value $344,925.

    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 9,050 shares
    Change vs previous 13F -400 shares

    0.25% of the 13F portfolio, value $487,976.

    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 9,450 shares
    Change vs previous 13F -650 shares

    0.35% of the 13F portfolio, value $681,723.

    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 10,100 shares
    Change vs previous 13F -500 shares

    0.43% of the 13F portfolio, value $793,860.

    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 10,600 shares
    Change vs previous 13F +1,875 shares

    0.68% of the 13F portfolio, value $1,075,052.

    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 8,725 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $786,384.

    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 8,725 shares
    Change vs previous 13F +310 shares

    0.69% of the 13F portfolio, value $998,838.

    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 8,415 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $900,405.

    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).