REICON WEALTH ADVISORS, LLC: CARY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of REICON WEALTH ADVISORS, LLC on CARY, newest first. How the timeline and the estimate are built.

REICON WEALTH ADVISORS, LLC held 6,500 CARY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 6,500 shares
Change vs previous 13F +1,700 shares
0.08% of the 13F portfolio, value $135,070.
13F-HR 0001398344-26-013051 filed by REICON WEALTH ADVISORS, LLC
Filed 2026-07-29 (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).
period ended2026-03-31
13F 4,800 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $99,710.
13F-HR 0001398344-26-008791 filed by REICON WEALTH ADVISORS, LLC
Filed 2026-05-08 (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).