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CarsonAllaria Wealth Management, Ltd.: IYR position timeline

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

CarsonAllaria Wealth Management, Ltd. held 55,886 IYR 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 55,886 shares
    Change vs previous 13F +1,782 shares

    2.48% of the 13F portfolio, value $5,714,385.

    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 54,104 shares
    Change vs previous 13F +1,039 shares

    2.53% of the 13F portfolio, value $5,116,066.

    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 53,065 shares
    Change vs previous 13F +3,426 shares

    2.47% of the 13F portfolio, value $4,982,244.

    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 49,639 shares
    Change vs previous 13F +2,403 shares

    2.51% of the 13F portfolio, value $4,818,926.

    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 47,236 shares
    Change vs previous 13F +15 shares

    2.4% of the 13F portfolio, value $4,476,557.

    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 47,221 shares
    Change vs previous 13F -4,055 shares

    2.62% of the 13F portfolio, value $4,521,424.

    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 51,276 shares
    Change vs previous 13F -582 shares

    2.73% of the 13F portfolio, value $4,771,792.

    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 51,858 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $5,282,867.

    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).