CarsonAllaria Wealth Management, Ltd.: TFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CarsonAllaria Wealth Management, Ltd. on TFC, newest first. How the timeline and the estimate are built.
CarsonAllaria Wealth Management, Ltd. held 0 TFC shares at 2025-09-30 per its 13F-HR filed 2025-10-28.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -3,696 shares
13F-HR 0001900946-25-000006 filed by CarsonAllaria Wealth Management, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 3,696 sharesChange vs previous 13F -47 shares
0.09% of the 13F portfolio, value $158,904.
13F-HR 0001900946-25-000005 filed by CarsonAllaria Wealth Management, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,743 sharesChange vs previous 13F +106 shares
0.09% of the 13F portfolio, value $154,054.
13F-HR 0001900946-25-000003 filed by CarsonAllaria Wealth Management, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,637 sharesChange vs previous 13F -457 shares
0.09% of the 13F portfolio, value $157,777.
13F-HR 0001900946-25-000001 filed by CarsonAllaria Wealth Management, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,094 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $175,133.
13F-HR 0001900946-24-000005 filed by CarsonAllaria Wealth Management, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).