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CarsonAllaria Wealth Management, Ltd.: DFAI position timeline

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

CarsonAllaria Wealth Management, Ltd. held 51,306 DFAI 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 51,306 shares
    Change vs previous 13F +550 shares

    0.92% of the 13F portfolio, value $2,116,384.

    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 50,756 shares
    Change vs previous 13F +743 shares

    0.98% of the 13F portfolio, value $1,977,453.

    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 50,013 shares
    Change vs previous 13F +175 shares

    0.95% of the 13F portfolio, value $1,905,986.

    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 49,838 shares
    Change vs previous 13F +1,842 shares

    0.94% of the 13F portfolio, value $1,811,624.

    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 47,996 shares
    Change vs previous 13F +37 shares

    0.89% of the 13F portfolio, value $1,659,243.

    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 47,959 shares
    Change vs previous 13F -237 shares

    0.87% of the 13F portfolio, value $1,497,765.

    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 48,196 shares
    Change vs previous 13F +890 shares

    0.81% of the 13F portfolio, value $1,407,345.

    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 47,306 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,503,406.

    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).