CarsonAllaria Wealth Management, Ltd.: SPY position timeline

CarsonAllaria Wealth Management, Ltd. held 441 SPY 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 441 shares

   Change vs previous 13F +4 shares

   0.14% of the 13F portfolio, value $329,632.

   13F-HR 0001900946-26-000004 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 437 shares

   Change vs previous 13F -43 shares

   0.14% of the 13F portfolio, value $284,520.

   13F-HR 0001900946-26-000002 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 480 shares

   Change vs previous 13F -63 shares

   0.16% of the 13F portfolio, value $327,628.

   13F-HR 0001900946-26-000001 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 543 shares

   Change vs previous 13F +100 shares

   0.19% of the 13F portfolio, value $362,055.

   13F-HR 0001900946-25-000006 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 443 shares

   Change vs previous 13F +65 shares

   0.15% of the 13F portfolio, value $274,008.

   13F-HR 0001900946-25-000005 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 378 shares

   Change vs previous 13F +1 shares

   0.12% of the 13F portfolio, value $211,654.

   13F-HR 0001900946-25-000003 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 377 shares

   Change vs previous 13F +1 shares

   0.13% of the 13F portfolio, value $221,075.

   13F-HR 0001900946-25-000001 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 376 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $215,804.

   13F-HR 0001900946-24-000005 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).