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CarsonAllaria Wealth Management, Ltd.: USRT position timeline

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

CarsonAllaria Wealth Management, Ltd. held 29,461 USRT 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 29,461 shares
    Change vs previous 13F -758 shares

    0.85% of the 13F portfolio, value $1,957,654.

    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 30,219 shares
    Change vs previous 13F +344 shares

    0.88% of the 13F portfolio, value $1,788,661.

    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 29,875 shares
    Change vs previous 13F +377 shares

    0.84% of the 13F portfolio, value $1,701,673.

    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 29,498 shares
    Change vs previous 13F -299 shares

    0.9% of the 13F portfolio, value $1,732,094.

    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 29,797 shares
    Change vs previous 13F -1,538 shares

    0.9% of the 13F portfolio, value $1,685,347.

    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 31,335 shares
    Change vs previous 13F -1,583 shares

    1.05% of the 13F portfolio, value $1,804,924.

    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 32,918 shares
    Change vs previous 13F -236 shares

    1.08% of the 13F portfolio, value $1,886,579.

    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 33,154 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,041,341.

    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).