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CarsonAllaria Wealth Management, Ltd.: BOND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CarsonAllaria Wealth Management, Ltd. on BOND, newest first. How the timeline and the estimate are built.

CarsonAllaria Wealth Management, Ltd. held 81,818 BOND shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,818 shares
    Change vs previous 13F +8,165 shares

    3.27% of the 13F portfolio, value $7,544,426.

    13F-HR 0001900946-26-000004 filed by CarsonAllaria Wealth Management, Ltd.
    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 73,653 shares
    Change vs previous 13F +2,335 shares

    3.36% of the 13F portfolio, value $6,796,690.

    13F-HR 0001900946-26-000002 filed by CarsonAllaria Wealth Management, Ltd.
    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 71,318 shares
    Change vs previous 13F +6,052 shares

    3.29% of the 13F portfolio, value $6,638,253.

    13F-HR 0001900946-26-000001 filed by CarsonAllaria Wealth Management, Ltd.
    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 65,266 shares
    Change vs previous 13F +4,766 shares

    3.17% of the 13F portfolio, value $6,092,613.

    13F-HR 0001900946-25-000006 filed by CarsonAllaria Wealth Management, Ltd.
    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 60,500 shares
    Change vs previous 13F +1,896 shares

    2.99% of the 13F portfolio, value $5,576,969.

    13F-HR 0001900946-25-000005 filed by CarsonAllaria Wealth Management, Ltd.
    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 58,604 shares
    Change vs previous 13F +3,303 shares

    3.14% of the 13F portfolio, value $5,419,132.

    13F-HR 0001900946-25-000003 filed by CarsonAllaria Wealth Management, Ltd.
    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 55,301 shares
    Change vs previous 13F +3,135 shares

    2.86% of the 13F portfolio, value $5,000,349.

    13F-HR 0001900946-25-000001 filed by CarsonAllaria Wealth Management, Ltd.
    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 52,166 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $4,935,505.

    13F-HR 0001900946-24-000005 filed by CarsonAllaria Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).