CarsonAllaria Wealth Management, Ltd.: IVT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CarsonAllaria Wealth Management, Ltd. on IVT, newest first. How the timeline and the estimate are built.
CarsonAllaria Wealth Management, Ltd. held 0 IVT 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 -10,083 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 10,083 sharesChange vs previous 13F +54 shares
0.15% of the 13F portfolio, value $276,275.
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 10,029 sharesChange vs previous 13F +47 shares
0.17% of the 13F portfolio, value $294,560.
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 9,982 sharesChange vs previous 13F +46 shares
0.17% of the 13F portfolio, value $300,772.
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 9,936 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $281,884.
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).