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CarsonAllaria Wealth Management, Ltd.: DFAR position timeline

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

CarsonAllaria Wealth Management, Ltd. held 99,348 DFAR 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 99,348 shares
    Change vs previous 13F +2,383 shares

    1.13% of the 13F portfolio, value $2,598,942.

    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 96,965 shares
    Change vs previous 13F -7,849 shares

    1.13% of the 13F portfolio, value $2,293,216.

    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 104,814 shares
    Change vs previous 13F +3,724 shares

    1.19% of the 13F portfolio, value $2,400,358.

    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 101,090 shares
    Change vs previous 13F +1,524 shares

    1.25% of the 13F portfolio, value $2,410,985.

    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 99,566 shares
    Change vs previous 13F -19,520 shares

    1.25% of the 13F portfolio, value $2,335,839.

    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 119,086 shares
    Change vs previous 13F +168 shares

    1.64% of the 13F portfolio, value $2,830,694.

    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 118,918 shares
    Change vs previous 13F +4,522 shares

    1.58% of the 13F portfolio, value $2,767,242.

    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 114,396 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $2,933,126.

    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).