CarsonAllaria Wealth Management, Ltd.: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CarsonAllaria Wealth Management, Ltd. on IJH, newest first. How the timeline and the estimate are built.
CarsonAllaria Wealth Management, Ltd. held 0 IJH shares at 2025-09-30 per its 13F-HR filed 2025-10-28.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -1,102 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 1,102 sharesChange vs previous 13F +470 shares
0.04% of the 13F portfolio, value $68,400.
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 632 sharesChange vs previous 13F +93 shares
0.02% of the 13F portfolio, value $36,931.
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 539 sharesChange vs previous 13F +478 shares
0.02% of the 13F portfolio, value $33,594.
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 61 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $3,811.
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).