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CarsonAllaria Wealth Management, Ltd.: DFUS position timeline

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

CarsonAllaria Wealth Management, Ltd. held 283,672 DFUS 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 283,672 shares
    Change vs previous 13F +2,583 shares

    10.07% of the 13F portfolio, value $23,244,115.

    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 281,089 shares
    Change vs previous 13F -11,070 shares

    9.85% of the 13F portfolio, value $19,931,996.

    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 292,159 shares
    Change vs previous 13F +2,156 shares

    10.75% of the 13F portfolio, value $21,669,448.

    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 290,003 shares
    Change vs previous 13F +2,062 shares

    10.92% of the 13F portfolio, value $21,007,843.

    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 287,941 shares
    Change vs previous 13F +21,894 shares

    10.35% of the 13F portfolio, value $19,297,855.

    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 266,047 shares
    Change vs previous 13F +1,225 shares

    9.32% of the 13F portfolio, value $16,090,570.

    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 264,822 shares
    Change vs previous 13F +4,693 shares

    9.66% of the 13F portfolio, value $16,882,414.

    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 260,129 shares
    Change vs previous 13F not available

    9.28% of the 13F portfolio, value $16,180,054.

    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).