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
- period ended2026-06-3013F 92,245 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 90,550 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 90,525 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 88,596 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 83,636 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 76,964 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 74,256 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 69,912 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).