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CarsonAllaria Wealth Management, Ltd.: IEMG position timeline

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

CarsonAllaria Wealth Management, Ltd. held 92,245 IEMG 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 92,245 shares
    Change vs previous 13F +1,695 shares

    3.31% of the 13F portfolio, value $7,641,605.

    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 90,550 shares
    Change vs previous 13F +25 shares

    3.12% of the 13F portfolio, value $6,315,829.

    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 90,525 shares
    Change vs previous 13F +1,929 shares

    3.02% of the 13F portfolio, value $6,085,092.

    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 88,596 shares
    Change vs previous 13F +4,960 shares

    3.04% of the 13F portfolio, value $5,840,223.

    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 83,636 shares
    Change vs previous 13F +6,672 shares

    2.69% of the 13F portfolio, value $5,020,705.

    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 76,964 shares
    Change vs previous 13F +2,708 shares

    2.41% of the 13F portfolio, value $4,153,777.

    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 74,256 shares
    Change vs previous 13F +4,344 shares

    2.22% of the 13F portfolio, value $3,877,697.

    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 69,912 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $4,013,700.

    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).