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CarsonAllaria Wealth Management, Ltd.: SPYV position timeline

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

CarsonAllaria Wealth Management, Ltd. held 443,527 SPYV 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 443,527 shares
    Change vs previous 13F +20,843 shares

    11.68% of the 13F portfolio, value $26,962,003.

    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 422,684 shares
    Change vs previous 13F +15,234 shares

    11.81% of the 13F portfolio, value $23,915,443.

    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 407,450 shares
    Change vs previous 13F +11,957 shares

    11.49% of the 13F portfolio, value $23,147,243.

    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 395,493 shares
    Change vs previous 13F +17,613 shares

    11.38% of the 13F portfolio, value $21,882,604.

    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 377,880 shares
    Change vs previous 13F +11,988 shares

    10.61% of the 13F portfolio, value $19,778,255.

    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 365,892 shares
    Change vs previous 13F +4,741 shares

    10.83% of the 13F portfolio, value $18,686,121.

    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 361,151 shares
    Change vs previous 13F +8,642 shares

    10.57% of the 13F portfolio, value $18,469,306.

    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 352,509 shares
    Change vs previous 13F not available

    10.68% of the 13F portfolio, value $18,633,676.

    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).