Carson Advisory Inc. SBI — WESTERN ASSET INTER MUNI FD

Ownership history in Carson Advisory Inc.  ·  6 quarters on record

AI Ownership Summary

Carson Advisory Inc. reported WESTERN ASSET INTER MUNI FD (SBI) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.04% in 2025 Q1. The latest visible filing shows SBI at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SBI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Carson Advisory Inc.'s position in WESTERN ASSET INTER MUNI FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SBI was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SBI stock page Carson Advisory Inc. fund profile Carson Advisory Inc. full holdings
How Carson Advisory Inc. held SBI — position size vs. price
% of Fund (quarterly)    SBI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7.4% +1.6% ❌ 170,597 -13,600 -7.4% 0.68% $1.3M 2026-02-14 (Est.) $7.84
2025 Q3 REDUCED 5.5% -1.4% ✅ 184,197 -10,700 -5.5% 0.79% $1.5M 2025-11-06 $7.61
2025 Q2 REDUCED — — — 194,897 -2,900 -1.5% 0.93% $1.5M 2025-08-05 $7.27
2025 Q1 ADDED — — — 197,797 +23,044 +13.2% 1.04% $1.5M 2025-05-02 $7.07
2024 Q4 ADDED — — — 174,753 +85,372 +95.5% 0.94% $1.4M 2025-02-13 $7.22
2024 Q3 INITIATED — — — 89,381 — — 0.46% $733K 2024-11-01 $7.26

🏢 Other funds also holding SBI

As of 2026 Q1 — sorted by position size

Northwest Financial Advisors 0.69% Traub Capital Management LLC 0.66% Whipplewood Advisors, LLC 0.37% MELFA WEALTH MANAGEMENT, INC. 3Y 0.2% Noble Wealth Management PBC 0.13% CASTLE WEALTH MANAGEMENT LLC 3Y 0.08% GatePass Capital, LLC 0.04% WHITTIER TRUST CO OF NEVADA INC 3Y 7Y 0.01% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.01% GILL CAPITAL PARTNERS, LLC 3Y 0.01%

FAQ About Carson Advisory Inc. and SBI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Carson Advisory Inc. reported owning SBI?

Carson Advisory Inc. reported SBI across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported SBI position in Carson Advisory Inc.'s portfolio?

The largest reported portfolio weight for SBI was 1.04% in 2025 Q1.

What is the latest reported SBI position on this page?

The most recent filing on this page is 2025 Q4, when Carson Advisory Inc. reported 170,597 shares, equal to 0.68% of portfolio, with an estimated market value of $1.3M.

What does the chart on this SBI ownership page compare?

The chart compares Carson Advisory Inc.'s quarterly SBI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Carson Advisory Inc. time their SBI position?

Based on 13F filing dates vs. subsequent SBI price moves, Carson Advisory Inc. correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on SBI relative to SPY over the holding period was -8.6%.

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