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CarsonAllaria Wealth Management, Ltd.: SPMD position timeline

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

CarsonAllaria Wealth Management, Ltd. held 115,961 SPMD 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 115,961 shares
    Change vs previous 13F +10,927 shares

    3.39% of the 13F portfolio, value $7,834,309.

    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 105,034 shares
    Change vs previous 13F +8,562 shares

    3.07% of the 13F portfolio, value $6,220,096.

    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 96,472 shares
    Change vs previous 13F +10,034 shares

    2.77% of the 13F portfolio, value $5,586,670.

    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 86,438 shares
    Change vs previous 13F +12,846 shares

    2.57% of the 13F portfolio, value $4,943,409.

    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 73,592 shares
    Change vs previous 13F +12,360 shares

    2.15% of the 13F portfolio, value $4,001,952.

    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 61,232 shares
    Change vs previous 13F +28,688 shares

    1.82% of the 13F portfolio, value $3,133,904.

    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 32,544 shares
    Change vs previous 13F +17,842 shares

    1.02% of the 13F portfolio, value $1,779,833.

    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 14,702 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $803,945.

    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).