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CarsonAllaria Wealth Management, Ltd.: DFUV position timeline

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

CarsonAllaria Wealth Management, Ltd. held 137,923 DFUV 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 137,923 shares
    Change vs previous 13F -518 shares

    3.29% of the 13F portfolio, value $7,587,142.

    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 138,441 shares
    Change vs previous 13F -3,428 shares

    3.31% of the 13F portfolio, value $6,708,858.

    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 141,869 shares
    Change vs previous 13F -1,956 shares

    3.28% of the 13F portfolio, value $6,609,685.

    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 143,825 shares
    Change vs previous 13F -7,098 shares

    3.34% of the 13F portfolio, value $6,427,546.

    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 150,923 shares
    Change vs previous 13F -153 shares

    3.42% of the 13F portfolio, value $6,381,039.

    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 151,076 shares
    Change vs previous 13F -527 shares

    3.61% of the 13F portfolio, value $6,225,859.

    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 151,603 shares
    Change vs previous 13F +1,380 shares

    3.55% of the 13F portfolio, value $6,203,611.

    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 150,223 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $6,262,818.

    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).