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CarsonAllaria Wealth Management, Ltd.: DISV position timeline

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

CarsonAllaria Wealth Management, Ltd. held 28,444 DISV 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 28,444 shares
    Change vs previous 13F +947 shares

    0.49% of the 13F portfolio, value $1,141,448.

    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 27,497 shares
    Change vs previous 13F +1 shares

    0.54% of the 13F portfolio, value $1,084,488.

    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 27,496 shares
    Change vs previous 13F +14 shares

    0.52% of the 13F portfolio, value $1,044,858.

    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 27,482 shares
    Change vs previous 13F -2,578 shares

    0.51% of the 13F portfolio, value $980,824.

    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 30,060 shares
    Change vs previous 13F -2,029 shares

    0.53% of the 13F portfolio, value $989,278.

    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 32,089 shares
    Change vs previous 13F -581 shares

    0.54% of the 13F portfolio, value $934,432.

    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 32,670 shares
    Change vs previous 13F +219 shares

    0.5% of the 13F portfolio, value $868,056.

    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 32,451 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $943,054.

    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).