Ownership history in Carson Advisory Inc. · 16 quarters on record
This page tracks every 13F SEC filing in which Carson Advisory Inc. reported a position in NUSHARES ETF TR (NUMV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 18,970 | — | 0% | 0.39% | $742K | $39.10 |
| 2025 Q3 | UNCHANGED | 18,970 | — | 0% | 0.40% | $734K | $38.10 |
| 2025 Q2 | UNCHANGED | 18,970 | — | 0% | 0.43% | $684K | $35.50 |
| 2025 Q1 | REDUCED | 18,970 | -500 | -2.6% | 0.44% | $649K | $33.69 |
| 2024 Q4 | REDUCED | 19,470 | -100 | -0.5% | 0.47% | $678K | $34.28 |
| 2024 Q3 | UNCHANGED | 19,570 | — | 0% | 0.45% | $721K | $35.66 |
| 2024 Q2 | REDUCED | 19,570 | -500 | -2.5% | 0.45% | $646K | $31.97 |
| 2024 Q1 | REDUCED | 20,070 | -1,400 | -6.5% | 0.48% | $686K | $33.10 |
| 2023 Q4 | REDUCED | 21,470 | -1,700 | -7.3% | 0.53% | $677K | $30.53 |
| 2023 Q3 | REDUCED | 23,170 | -500 | -2.1% | 0.58% | $659K | $26.90 |
As of 2025 Q4 — sorted by position size