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Carson Advisory Inc.: ZION position timeline

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

Carson Advisory Inc. held 6,590 ZION 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 6,590 shares
    Change vs previous 13F -448 shares

    0.21% of the 13F portfolio, value $455,962.

    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 7,038 shares
    Change vs previous 13F -27 shares

    0.21% of the 13F portfolio, value $405,510.

    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 7,065 shares
    Change vs previous 13F -198 shares

    0.21% of the 13F portfolio, value $413,607.

    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 7,263 shares
    Change vs previous 13F -47 shares

    0.22% of the 13F portfolio, value $410,916.

    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 7,310 shares
    Change vs previous 13F +3 shares

    0.24% of the 13F portfolio, value $379,679.

    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 7,307 shares
    Change vs previous 13F +2 shares

    0.25% of the 13F portfolio, value $364,337.

    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 7,305 shares
    Change vs previous 13F -398 shares

    0.28% of the 13F portfolio, value $396,289.

    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 7,703 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $363,719.

    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).