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CarsonAllaria Wealth Management, Ltd.: IDEV position timeline

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

CarsonAllaria Wealth Management, Ltd. held 168,393 IDEV 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 168,393 shares
    Change vs previous 13F +10,314 shares

    6.49% of the 13F portfolio, value $14,988,619.

    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 158,079 shares
    Change vs previous 13F +3,209 shares

    6.53% of the 13F portfolio, value $13,210,652.

    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 154,870 shares
    Change vs previous 13F +6,656 shares

    6.34% of the 13F portfolio, value $12,773,658.

    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 148,214 shares
    Change vs previous 13F +7,535 shares

    6.18% of the 13F portfolio, value $11,882,338.

    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 140,679 shares
    Change vs previous 13F +4,387 shares

    5.74% of the 13F portfolio, value $10,697,266.

    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 136,292 shares
    Change vs previous 13F -476 shares

    5.44% of the 13F portfolio, value $9,389,200.

    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 136,768 shares
    Change vs previous 13F +8,594 shares

    5.05% of the 13F portfolio, value $8,817,483.

    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 128,174 shares
    Change vs previous 13F not available

    5.21% of the 13F portfolio, value $9,078,608.

    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).