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CarsonAllaria Wealth Management, Ltd.: DFAS position timeline

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

CarsonAllaria Wealth Management, Ltd. held 125,618 DFAS 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 125,618 shares
    Change vs previous 13F +993 shares

    4.48% of the 13F portfolio, value $10,343,362.

    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 124,625 shares
    Change vs previous 13F +474 shares

    4.38% of the 13F portfolio, value $8,864,574.

    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 124,151 shares
    Change vs previous 13F +973 shares

    4.29% of the 13F portfolio, value $8,649,606.

    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 123,178 shares
    Change vs previous 13F +49 shares

    4.38% of the 13F portfolio, value $8,432,784.

    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 123,129 shares
    Change vs previous 13F +8,106 shares

    4.21% of the 13F portfolio, value $7,844,563.

    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 115,023 shares
    Change vs previous 13F -500 shares

    3.98% of the 13F portfolio, value $6,872,637.

    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 115,523 shares
    Change vs previous 13F +2,217 shares

    4.3% of the 13F portfolio, value $7,518,240.

    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 113,306 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $7,349,087.

    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).