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CarsonAllaria Wealth Management, Ltd.: SLYG position timeline

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

CarsonAllaria Wealth Management, Ltd. held 29,898 SLYG 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 29,898 shares
    Change vs previous 13F -950 shares

    1.54% of the 13F portfolio, value $3,561,751.

    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 30,848 shares
    Change vs previous 13F -305 shares

    1.47% of the 13F portfolio, value $2,980,491.

    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 31,153 shares
    Change vs previous 13F -161 shares

    1.46% of the 13F portfolio, value $2,934,273.

    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 31,314 shares
    Change vs previous 13F -939 shares

    1.54% of the 13F portfolio, value $2,953,227.

    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 32,253 shares
    Change vs previous 13F -1,023 shares

    1.53% of the 13F portfolio, value $2,862,513.

    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 33,276 shares
    Change vs previous 13F -562 shares

    1.6% of the 13F portfolio, value $2,761,917.

    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 33,838 shares
    Change vs previous 13F +226 shares

    1.75% of the 13F portfolio, value $3,057,279.

    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 33,612 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $3,129,652.

    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).